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 | $56,912 | $102,317-44.4% | $146,958-61.3% | $80,856-29.6% |
| Participation rate | 52.9% | 75.8%-22.9pp | 82.2%-29.2pp | 67.6%-14.7pp |
| Annual return | 13.60% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,324 | $3,713-37.4% | $4,933-52.9% | $2,755-15.7% |
| Participant deferral / active EE | $4,406 | $6,644-33.7% | $8,070-45.4% | $4,296+2.6% |
| Admin fee / account holder | $3,825 | $7,941-51.8% | $12,998-70.6% | $6,918-44.7% |