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 | $50,550 | $62,327-18.9% | $120,354-58.0% | $74,495-32.1% |
| Participation rate | 22.2% | 56.8%-34.6pp | 71.9%-49.8pp | 67.2%-45.0pp |
| Annual return | 26.10% | 18.61%+7.5pp | 107.15%-81.0pp | 1364.94%-1338.8pp |
| Employer contribution / active EE | $666 | $1,843-63.9% | $3,463-80.8% | $2,623-74.6% |
| Participant deferral / active EE | $1,241 | $2,893-57.1% | $4,991-75.1% | $4,346-71.4% |
| Admin fee / account holder | $4,102 | $2,396+71.2% | $9,423-56.5% | $1,942+111.3% |