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 | $60,072 | $175,202-65.7% | $149,673-59.9% | $139,434-56.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 24.53% | 166.71%-142.2pp | 134.42%-109.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,587 | $5,474-52.7% | $4,818-46.3% | $4,751-45.6% |
| Participant deferral / active EE | $6,455 | $6,519-1.0% | $5,680+13.6% | $6,710-3.8% |
| Admin fee / account holder | $2,593 | $16,150-83.9% | $13,210-80.4% | $11,403-77.3% |