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 | $88,774 | $61,774+43.7% | $97,226-8.7% | $80,856+9.8% |
| Participation rate | 23.0% | 63.5%-40.5pp | 72.7%-49.7pp | 67.6%-44.7pp |
| Annual return | 25.10% | -557.90%+583.0pp | 75.13%-50.0pp | 35.59%-10.5pp |
| Employer contribution / active EE | $424 | $1,837-76.9% | $2,729-84.5% | $2,755-84.6% |
| Participant deferral / active EE | $1,762 | $3,029-41.8% | $4,264-58.7% | $4,296-59.0% |
| Admin fee / account holder | $1,771 | $5,166-65.7% | $5,654-68.7% | $6,918-74.4% |