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 | $39,759 | $63,346-37.2% | $92,233-56.9% | $70,131-43.3% |
| Participation rate | 48.5% | 68.7%-20.2pp | 76.5%-28.0pp | 69.5%-21.1pp |
| Annual return | 19.27% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,026 | $2,471-58.5% | $3,679-72.1% | $2,342-56.2% |
| Participant deferral / active EE | $3,746 | $2,854+31.3% | $3,897-3.9% | $3,332+12.4% |
| Admin fee / account holder | $3,862 | $3,840+0.6% | $5,194-25.6% | $4,645-16.9% |