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 | $31,410 | $84,233-62.7% | $170,442-81.6% | $70,131-55.2% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 100.18% | 23.06%+77.1pp | 205.93%-105.7pp | 73.14%+27.0pp |
| Employer contribution / active EE | $1,867 | $3,387-44.9% | $5,433-65.6% | $2,342-20.3% |
| Participant deferral / active EE | $3,821 | $3,086+23.8% | $4,939-22.6% | $3,332+14.7% |
| Admin fee / account holder | $519 | $5,698-90.9% | $13,880-96.3% | $4,645-88.8% |