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 | $42,933 | $102,317-58.0% | $146,958-70.8% | $80,856-46.9% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.2%-38.9pp | 67.6%-24.4pp |
| Annual return | 15.18% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,559 | $3,713-58.0% | $4,933-68.4% | $2,755-43.4% |
| Participant deferral / active EE | $2,694 | $6,644-59.5% | $8,070-66.6% | $4,296-37.3% |
| Admin fee / account holder | $3,537 | $7,941-55.5% | $12,998-72.8% | $6,918-48.9% |