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 | $31,629 | $118,680-73.3% | $98,907-68.0% | $158,922-80.1% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 15.49% | 372.35%-356.9pp | 196.43%-180.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,085 | $3,333-37.5% | $2,689-22.5% | $4,761-56.2% |
| Participant deferral / active EE | $3,045 | $5,088-40.1% | $4,244-28.3% | $5,982-49.1% |
| Admin fee / account holder | $901 | $10,131-91.1% | $6,642-86.4% | $11,246-92.0% |