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 | $39,093 | $54,517-28.3% | $75,972-48.5% | $74,495-47.5% |
| Participation rate | 49.5% | 60.3%-10.8pp | 69.1%-19.5pp | 67.2%-17.7pp |
| Annual return | 22.20% | 31.82%-9.6pp | 359.55%-337.3pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $974 | $1,777-45.2% | $2,685-63.7% | $2,623-62.9% |
| Participant deferral / active EE | $1,653 | $3,066-46.1% | $4,255-61.2% | $4,346-62.0% |
| Admin fee / account holder | $5,242 | $2,229+135.2% | $6,467-18.9% | $1,942+170.0% |