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 | $51,615 | $72,492-28.8% | $87,100-40.7% | $72,985-29.3% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 51.45% | 24.46%+27.0pp | 28.19%+23.3pp | 81.00%-29.6pp |
| Employer contribution / active EE | $1,392 | $1,894-26.5% | $2,521-44.8% | $2,440-43.0% |
| Participant deferral / active EE | $2,946 | $3,270-9.9% | $4,049-27.2% | $3,607-18.3% |
| Admin fee / account holder | $9,427 | $5,055+86.5% | $7,497+25.7% | $5,124+84.0% |