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 | $47,717 | $42,546+12.2% | $71,796-33.5% | $55,167-13.5% |
| Participation rate | 50.0% | 59.1%-9.1pp | 69.1%-19.1pp | 69.0%-19.0pp |
| Annual return | 6.56% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,287 | $803+60.2% | $1,924-33.1% | $1,963-34.4% |
| Participant deferral / active EE | $2,864 | $2,064+38.7% | $2,794+2.5% | $3,054-6.2% |
| Admin fee / account holder | $3,212 | $650+394.5% | $4,815-33.3% | $504+537.5% |