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 | $63,725 | $73,360-13.1% | $177,989-64.2% | $74,495-14.5% |
| Participation rate | 26.7% | 66.6%-39.9pp | 77.1%-50.3pp | 67.2%-40.5pp |
| Annual return | 21.38% | 17.49%+3.9pp | 294.48%-273.1pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $837 | $2,216-62.2% | $3,949-78.8% | $2,623-68.1% |
| Participant deferral / active EE | $1,871 | $4,513-58.6% | $6,276-70.2% | $4,346-57.0% |
| Admin fee / account holder | $3,354 | $1,808+85.5% | $10,363-67.6% | $1,942+72.7% |