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 | $60,699 | $105,181-42.3% | $159,436-61.9% | $85,850-29.3% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 14.83% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,732 | $3,318-47.8% | $4,829-64.1% | $2,565-32.5% |
| Participant deferral / active EE | $3,075 | $5,945-48.3% | $7,352-58.2% | $3,952-22.2% |
| Admin fee / account holder | $2,393 | $6,933-65.5% | $10,799-77.8% | $6,260-61.8% |