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 | $48,969 | $152,587-67.9% | $125,175-60.9% | $152,861-68.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 11.87% | 54.84%-43.0pp | 43.79%-31.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,125 | $4,946-77.3% | $3,865-70.9% | $4,762-76.4% |
| Participant deferral / active EE | $5,737 | $5,868-2.2% | $4,937+16.2% | $5,850-1.9% |
| Admin fee / account holder | $780 | $13,434-94.2% | $9,702-92.0% | $11,596-93.3% |