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 | $57,887 | $99,985-42.1% | $146,665-60.5% | $85,850-32.6% |
| Participation rate | 54.0% | 73.1%-19.0pp | 80.1%-26.0pp | 69.3%-15.3pp |
| Annual return | 32.75% | 18.93%+13.8pp | 22.74%+10.0pp | 318.53%-285.8pp |
| Employer contribution / active EE | $1,444 | $2,559-43.5% | $4,136-65.1% | $2,565-43.7% |
| Participant deferral / active EE | $2,607 | $4,006-34.9% | $5,506-52.6% | $3,952-34.0% |
| Admin fee / account holder | $5,249 | $7,702-31.9% | $10,280-48.9% | $6,260-16.1% |