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 | $53,032 | $63,346-16.3% | $92,233-42.5% | $70,131-24.4% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 17.84% | 530.12%-512.3pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,434 | $2,471-42.0% | $3,679-61.0% | $2,342-38.8% |
| Participant deferral / active EE | $2,953 | $2,854+3.5% | $3,897-24.2% | $3,332-11.4% |
| Admin fee / account holder | $748 | $3,840-80.5% | $5,194-85.6% | $4,645-83.9% |