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 | $49,050 | $91,037-46.1% | $71,671-31.6% | $147,584-66.8% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 12.39% | 20.48%-8.1pp | 20.65%-8.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,263 | $3,327-62.1% | $2,460-48.7% | $4,876-74.1% |
| Participant deferral / active EE | $3,418 | $4,498-24.0% | $3,438-0.6% | $5,439-37.1% |
| Admin fee / account holder | $18,064 | $8,613+109.7% | $5,558+225.0% | $10,885+65.9% |