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 | $48,041 | $54,517-11.9% | $75,972-36.8% | $74,495-35.5% |
| Participation rate | 37.3% | 60.3%-23.0pp | 69.1%-31.8pp | 67.2%-29.9pp |
| Annual return | 17.49% | 31.82%-14.3pp | 359.55%-342.1pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $981 | $1,777-44.8% | $2,685-63.5% | $2,623-62.6% |
| Participant deferral / active EE | $4,186 | $3,066+36.5% | $4,255-1.6% | $4,346-3.7% |
| Admin fee / account holder | $3,054 | $2,229+37.0% | $6,467-52.8% | $1,942+57.3% |