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 | $44,703 | $55,415-19.3% | $155,509-71.3% | $74,495-40.0% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.1pp |
| Annual return | 13.08% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,382 | $2,267-39.0% | $4,672-70.4% | $2,623-47.3% |
| Participant deferral / active EE | $2,405 | $2,836-15.2% | $5,626-57.3% | $4,346-44.7% |
| Admin fee / account holder | $2,620 | $1,738+50.7% | $15,912-83.5% | $1,942+35.0% |