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 | $43,676 | $65,561-33.4% | $86,188-49.3% | $75,163-41.9% |
| Participation rate | 43.9% | 60.5%-16.5pp | 69.0%-25.0pp | 67.2%-23.3pp |
| Annual return | 25.42% | 46.05%-20.6pp | 1168.45%-1143.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,900 | $3,024-37.1% | $3,985-52.3% | $4,125-53.9% |
| Admin fee / account holder | $1,486 | $5,474-72.8% | $6,852-78.3% | $5,651-73.7% |