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 | $72,567 | $98,750-26.5% | $149,696-51.5% | $79,858-9.1% |
| Participation rate | 52.5% | 75.8%-23.2pp | 82.5%-29.9pp | 69.6%-17.1pp |
| Annual return | 22.06% | 27.43%-5.4pp | 276.60%-254.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,011 | $3,216-68.6% | $4,644-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $3,075 | $5,680-45.9% | $6,842-55.1% | $3,740-17.8% |
| Admin fee / account holder | $1,377 | $6,053-77.2% | $9,309-85.2% | $5,306-74.0% |