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 | $57,787 | $112,096-48.4% | $95,952-39.8% | $158,922-63.6% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 10.58% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,020 | $3,198-36.8% | $2,541-20.5% | $4,761-57.6% |
| Participant deferral / active EE | $3,102 | $4,784-35.2% | $4,167-25.6% | $5,982-48.1% |
| Admin fee / account holder | $10,684 | $10,130+5.5% | $6,795+57.2% | $11,246-5.0% |