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 | $81,882 | $116,175-29.5% | $93,606-12.5% | $152,861-46.4% |
| Participation rate | 58.3% | 78.0%-19.7pp | 75.8%-17.5pp | 82.4%-24.1pp |
| Annual return | 15.60% | 35.96%-20.4pp | 32.76%-17.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,305 | $3,218-59.4% | $2,718-52.0% | $4,762-72.6% |
| Participant deferral / active EE | $5,233 | $4,603+13.7% | $4,069+28.6% | $5,850-10.5% |
| Admin fee / account holder | $833 | $10,748-92.2% | $7,888-89.4% | $11,596-92.8% |