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 | $32,230 | $102,382-68.5% | $147,005-78.1% | $80,874-60.1% |
| Participation rate | 54.4% | 75.8%-21.4pp | 82.2%-27.7pp | 67.6%-13.2pp |
| Annual return | 15.78% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,957 | $3,715-47.3% | $4,934-60.3% | $2,756-29.0% |
| Participant deferral / active EE | $3,383 | $6,646-49.1% | $8,070-58.1% | $4,297-21.3% |
| Admin fee / account holder | $8,162 | $7,942+2.8% | $13,006-37.2% | $6,935+17.7% |