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 | $54,003 | $59,417-9.1% | $93,606-42.3% | $74,495-27.5% |
| Participation rate | 29.0% | 59.7%-30.7pp | 68.7%-39.8pp | 67.2%-38.2pp |
| Annual return | 12.17% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,193 | $1,264-5.6% | $2,420-50.7% | $2,623-54.5% |
| Participant deferral / active EE | $2,327 | $3,050-23.7% | $4,411-47.2% | $4,346-46.4% |
| Admin fee / account holder | $7,177 | $3,021+137.5% | $8,285-13.4% | $1,942+269.6% |