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 | $49,797 | $107,334-53.6% | $92,893-46.4% | $152,861-67.4% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 13.78% | 145.58%-131.8pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,465 | $4,221-65.3% | $3,653-59.9% | $4,762-69.2% |
| Participant deferral / active EE | $2,581 | $4,845-46.7% | $4,236-39.1% | $5,850-55.9% |
| Admin fee / account holder | $3,616 | $7,079-48.9% | $5,794-37.6% | $11,596-68.8% |