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 | $59,500 | $95,561-37.7% | $77,163-22.9% | $139,434-57.3% |
| Participation rate | 41.7% | 73.9%-32.3pp | 69.6%-27.9pp | 80.3%-38.7pp |
| Annual return | 23.35% | 54.92%-31.6pp | 37.87%-14.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,002 | $3,147-68.1% | $2,535-60.5% | $4,751-78.9% |
| Participant deferral / active EE | $1,814 | $4,624-60.8% | $3,833-52.7% | $6,710-73.0% |
| Admin fee / account holder | $1,779 | $8,295-78.6% | $5,472-67.5% | $11,403-84.4% |