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 | $55,016 | $47,848+15.0% | $81,478-32.5% | $70,131-21.6% |
| Participation rate | 19.4% | 58.3%-38.8pp | 68.0%-48.5pp | 69.5%-50.1pp |
| Annual return | 53.09% | 27.25%+25.8pp | 38.78%+14.3pp | 73.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,108 | $2,453-14.1% | $3,537-40.4% | $3,332-36.7% |
| Admin fee / account holder | $5,910 | $3,145+87.9% | $4,561+29.6% | $4,645+27.2% |