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 | $32,839 | $37,426-12.3% | $77,482-57.6% | $79,858-58.9% |
| Participation rate | 61.9% | 41.5%+20.4pp | 54.2%+7.7pp | 69.6%-7.7pp |
| Annual return | 104.26% | 39.70%+64.6pp | 54.79%+49.5pp | 31.71%+72.5pp |
| Employer contribution / active EE | $251 | $637-60.7% | $986-74.6% | $2,471-89.9% |
| Participant deferral / active EE | $364 | $1,260-71.1% | $1,861-80.5% | $3,740-90.3% |
| Admin fee / account holder | $4,813 | $2,504+92.2% | $2,858+68.4% | $5,306-9.3% |