See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,887 | $232,540-75.5% | $185,117-69.3% | $147,584-61.5% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.7pp | 82.8%-27.3pp |
| Annual return | 15.52% | 43.03%-27.5pp | 40.50%-25.0pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,766 | $5,195-66.0% | $4,182-57.8% | $4,876-63.8% |
| Participant deferral / active EE | $4,472 | $5,834-23.3% | $5,045-11.3% | $5,439-17.8% |
| Admin fee / account holder | $3,677 | $10,275-64.2% | $8,159-54.9% | $10,885-66.2% |