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 | $30,555 | $52,406-41.7% | $129,207-76.4% | $74,495-59.0% |
| Participation rate | 45.2% | 53.8%-8.6pp | 69.6%-24.4pp | 67.2%-22.0pp |
| Annual return | 22.74% | 15.66%+7.1pp | 9417.33%-9394.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,047 | $2,794+9.0% | $4,168-26.9% | $4,346-29.9% |
| Admin fee / account holder | $508 | $2,633-80.7% | $7,715-93.4% | $1,942-73.9% |