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 | $34,050 | $85,202-60.0% | $172,739-80.3% | $72,985-53.3% |
| Participation rate | 61.8% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.7pp |
| Annual return | 24.18% | 27.32%-3.1pp | 802.84%-778.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,751 | $3,324-47.3% | $5,143-66.0% | $2,440-28.2% |
| Participant deferral / active EE | $6,052 | $3,260+85.6% | $5,198+16.4% | $3,607+67.8% |
| Admin fee / account holder | $5,869 | $5,884-0.3% | $13,954-57.9% | $5,124+14.5% |