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 | $48,524 | $227,553-78.7% | $189,557-74.4% | $167,490-71.0% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.4%-20.5pp | 82.1%-24.2pp |
| Annual return | 13.22% | 78.40%-65.2pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,300 | $5,316-75.6% | $4,412-70.5% | $4,837-73.1% |
| Participant deferral / active EE | $1,996 | $7,002-71.5% | $6,174-67.7% | $6,341-68.5% |
| Admin fee / account holder | $6,743 | $11,878-43.2% | $9,807-31.2% | $12,309-45.2% |