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 | $63,541 | $57,541+10.4% | $95,745-33.6% | $75,163-15.5% |
| Participation rate | 28.4% | 62.5%-34.1pp | 72.3%-43.9pp | 67.2%-38.8pp |
| Annual return | 51.63% | 34.93%+16.7pp | 28.35%+23.3pp | 160.62%-109.0pp |
| Employer contribution / active EE | $363 | $1,808-79.9% | $2,835-87.2% | $2,670-86.4% |
| Participant deferral / active EE | $1,843 | $3,074-40.0% | $4,245-56.6% | $4,125-55.3% |
| Admin fee / account holder | $18,129 | $4,099+342.3% | $5,678+219.3% | $5,651+220.8% |