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 | $33,481 | $52,953-36.8% | $172,739-80.6% | $65,185-48.6% |
| Participation rate | 68.0% | 66.2%+1.8pp | 82.6%-14.6pp | 70.2%-2.2pp |
| Annual return | 22.61% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,569 | $2,190-28.4% | $5,143-69.5% | $2,177-27.9% |
| Participant deferral / active EE | $1,832 | $2,471-25.8% | $5,198-64.7% | $3,514-47.9% |
| Admin fee / account holder | $4,093 | $472+767.2% | $13,954-70.7% | $847+383.1% |