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 | $31,087 | $63,346-50.9% | $92,233-66.3% | $70,131-55.7% |
| Participation rate | 52.8% | 68.7%-15.8pp | 76.5%-23.7pp | 69.5%-16.7pp |
| Annual return | 21.22% | 530.12%-508.9pp | 176.28%-155.1pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,459 | $2,471-40.9% | $3,679-60.3% | $2,342-37.7% |
| Participant deferral / active EE | $3,328 | $2,854+16.6% | $3,897-14.6% | $3,332-0.1% |
| Admin fee / account holder | $1,195 | $3,840-68.9% | $5,194-77.0% | $4,645-74.3% |