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 | $49,834 | $106,890-53.4% | $84,015-40.7% | $152,861-67.4% |
| Participation rate | 53.3% | 75.2%-21.9pp | 69.0%-15.7pp | 82.4%-29.1pp |
| Annual return | 24.08% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,289 | $2,734-52.9% | $1,983-35.0% | $4,762-72.9% |
| Participant deferral / active EE | $4,178 | $4,011+4.2% | $3,239+29.0% | $5,850-28.6% |
| Admin fee / account holder | $326 | $8,285-96.1% | $6,101-94.7% | $11,596-97.2% |