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 | $46,545 | $65,409-28.8% | $98,442-52.7% | $85,850-45.8% |
| Participation rate | 41.3% | 65.0%-23.7pp | 73.3%-32.0pp | 69.3%-28.0pp |
| Annual return | 15.06% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $819 | $2,168-62.2% | $2,960-72.3% | $2,565-68.1% |
| Participant deferral / active EE | $1,201 | $3,166-62.1% | $4,276-71.9% | $3,952-69.6% |
| Admin fee / account holder | $1,354 | $4,593-70.5% | $5,949-77.2% | $6,260-78.4% |