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 | $44,406 | $49,922-11.1% | $80,569-44.9% | $75,163-40.9% |
| Participation rate | 51.7% | 55.3%-3.6pp | 67.0%-15.3pp | 67.2%-15.5pp |
| Annual return | 15.17% | 34.69%-19.5pp | 935.43%-920.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,333 | $1,698-21.5% | $2,723-51.1% | $2,670-50.1% |
| Participant deferral / active EE | $3,833 | $2,990+28.2% | $4,447-13.8% | $4,125-7.1% |
| Admin fee / account holder | $418 | $3,577-88.3% | $5,377-92.2% | $5,651-92.6% |