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 | $63,814 | $67,984-6.1% | $65,493-2.6% | $74,304-14.1% |
| Participation rate | 50.0% | 66.3%-16.3pp | 73.1%-23.1pp | 60.3%-10.3pp |
| Annual return | 26.73% | 19.87%+6.9pp | 982.45%-955.7pp | 29.43%-2.7pp |
| Employer contribution / active EE | $1,782 | $2,491-28.5% | $2,574-30.8% | $2,241-20.5% |
| Participant deferral / active EE | $3,279 | $3,346-2.0% | $3,961-17.2% | $3,767-13.0% |
| Admin fee / account holder | $4,764 | $1,373+247.1% | $5,028-5.2% | $2,969+60.5% |