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 | $70,954 | $117,841-39.8% | $102,423-30.7% | $145,922-51.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 9.99% | 31.65%-21.7pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,197 | $3,615-11.6% | $3,023+5.7% | $4,660-31.4% |
| Participant deferral / active EE | $9,949 | $5,731+73.6% | $5,053+96.9% | $6,688+48.8% |
| Admin fee / account holder | $5,677 | $13,326-57.4% | $9,451-39.9% | $13,397-57.6% |