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 | $26,646 | $76,000-64.9% | $154,107-82.7% | $64,186-58.5% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | 41.21% | 30.32%+10.9pp | 735.12%-693.9pp | 7.63%+33.6pp |
| Employer contribution / active EE | $1,148 | $3,351-65.7% | $5,298-78.3% | $2,381-51.8% |
| Participant deferral / active EE | $2,236 | $3,175-29.6% | $5,081-56.0% | $3,470-35.6% |
| Admin fee / account holder | $4,363 | $5,596-22.0% | $13,411-67.5% | $4,888-10.7% |