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 | $55,325 | $117,841-53.1% | $102,423-46.0% | $145,922-62.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 52.86% | 31.65%+21.2pp | 29.32%+23.5pp | 561.29%-508.4pp |
| Employer contribution / active EE | $1,862 | $3,615-48.5% | $3,023-38.4% | $4,660-60.0% |
| Participant deferral / active EE | $5,136 | $5,731-10.4% | $5,053+1.6% | $6,688-23.2% |
| Admin fee / account holder | $4,951 | $13,326-62.8% | $9,451-47.6% | $13,397-63.0% |