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 | $56,355 | $102,317-44.9% | $146,958-61.7% | $80,856-30.3% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.2%-35.0pp | 67.6%-20.4pp |
| Annual return | 17.55% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,577 | $3,713-30.6% | $4,933-47.8% | $2,755-6.5% |
| Participant deferral / active EE | $6,106 | $6,644-8.1% | $8,070-24.3% | $4,296+42.1% |
| Admin fee / account holder | $8,168 | $7,941+2.8% | $12,998-37.2% | $6,918+18.1% |