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 | $44,849 | $79,171-43.4% | $102,423-56.2% | $74,495-39.8% |
| Participation rate | 69.9% | 74.8%-4.9pp | 76.5%-6.6pp | 67.2%+2.7pp |
| Annual return | 17.24% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,126 | $2,362-10.0% | $3,023-29.7% | $2,623-19.0% |
| Participant deferral / active EE | $4,280 | $4,415-3.1% | $5,053-15.3% | $4,346-1.5% |
| Admin fee / account holder | $5,784 | $2,001+189.1% | $9,451-38.8% | $1,942+197.9% |