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 | $55,486 | $99,652-44.3% | $78,778-29.6% | $147,584-62.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 12.13% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,092 | $2,796-60.9% | $1,986-45.0% | $4,876-77.6% |
| Participant deferral / active EE | $3,083 | $3,664-15.9% | $2,958+4.2% | $5,439-43.3% |
| Admin fee / account holder | $8,941 | $7,155+25.0% | $5,134+74.2% | $10,885-17.9% |