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 | $74,992 | $115,770-35.2% | $101,248-25.9% | $158,922-52.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 65.67% | 56.14%+9.5pp | 46.47%+19.2pp | 302.83%-237.2pp |
| Employer contribution / active EE | $1,578 | $4,175-62.2% | $3,660-56.9% | $4,761-66.9% |
| Participant deferral / active EE | $4,302 | $4,957-13.2% | $4,370-1.6% | $5,982-28.1% |
| Admin fee / account holder | $1,744 | $7,245-75.9% | $5,945-70.7% | $11,246-84.5% |