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 | $50,859 | $96,635-47.4% | $86,612-41.3% | $139,434-63.5% |
| Participation rate | 65.0% | 74.4%-9.4pp | 71.7%-6.7pp | 80.3%-15.3pp |
| Annual return | 14.84% | 106.41%-91.6pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,796 | $3,263-45.0% | $3,022-40.6% | $4,751-62.2% |
| Participant deferral / active EE | $3,770 | $4,836-22.0% | $4,438-15.0% | $6,710-43.8% |
| Admin fee / account holder | $6,845 | $6,408+6.8% | $5,614+21.9% | $11,403-40.0% |