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 | $74,410 | $149,679-50.3% | $117,039-36.4% | $147,584-49.6% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 12.14% | 19.31%-7.2pp | 18.95%-6.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,247 | $4,937-54.5% | $3,785-40.6% | $4,876-53.9% |
| Participant deferral / active EE | $4,492 | $4,912-8.5% | $3,929+14.3% | $5,439-17.4% |
| Admin fee / account holder | $3,267 | $7,856-58.4% | $5,974-45.3% | $10,885-70.0% |