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 | $40,222 | $57,281-29.8% | $86,612-53.6% | $75,163-46.5% |
| Participation rate | 66.0% | 63.2%+2.8pp | 71.7%-5.7pp | 67.2%-1.2pp |
| Annual return | 18.25% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,719 | $3,318-48.2% | $4,438-61.3% | $4,125-58.3% |
| Admin fee / account holder | $2,233 | $4,112-45.7% | $5,614-60.2% | $5,651-60.5% |