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 | $36,722 | $48,795-24.7% | $65,493-43.9% | $84,808-56.7% |
| Participation rate | 55.4% | 67.0%-11.6pp | 73.1%-17.7pp | 68.3%-13.0pp |
| Annual return | 33.59% | 20.20%+13.4pp | 982.45%-948.9pp | 40.90%-7.3pp |
| Employer contribution / active EE | $1,542 | $1,930-20.1% | $2,574-40.1% | $2,631-41.4% |
| Participant deferral / active EE | $3,079 | $2,928+5.2% | $3,961-22.3% | $4,212-26.9% |
| Admin fee / account holder | $8,680 | $3,877+123.9% | $5,028+72.6% | $7,344+18.2% |