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 | $45,616 | $102,966-55.7% | $90,281-49.5% | $152,861-70.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 22.04% | 95.16%-73.1pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,484 | $3,139-52.7% | $2,854-48.0% | $4,762-68.8% |
| Participant deferral / active EE | $2,782 | $4,281-35.0% | $3,885-28.4% | $5,850-52.4% |
| Admin fee / account holder | $3,976 | $6,171-35.6% | $5,351-25.7% | $11,596-65.7% |