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 | $52,786 | $162,781-67.6% | $133,956-60.6% | $158,922-66.8% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 11.21% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $981 | $4,975-80.3% | $3,919-75.0% | $4,761-79.4% |
| Participant deferral / active EE | $2,487 | $5,911-57.9% | $5,048-50.7% | $5,982-58.4% |
| Admin fee / account holder | $3,985 | $11,736-66.0% | $8,927-55.4% | $11,246-64.6% |