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 | $79,487 | $98,750-19.5% | $149,696-46.9% | $79,858-0.5% |
| Participation rate | 58.8% | 75.8%-16.9pp | 82.5%-23.7pp | 69.6%-10.8pp |
| Annual return | 15.37% | 27.43%-12.1pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,407 | $3,216-56.3% | $4,644-69.7% | $2,471-43.1% |
| Participant deferral / active EE | $4,733 | $5,680-16.7% | $6,842-30.8% | $3,740+26.5% |
| Admin fee / account holder | $553 | $6,053-90.9% | $9,309-94.1% | $5,306-89.6% |