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 | $71,104 | $63,346+12.2% | $92,233-22.9% | $70,131+1.4% |
| Participation rate | 45.0% | 68.7%-23.7pp | 76.5%-31.5pp | 69.5%-24.5pp |
| Annual return | 23.25% | 530.12%-506.9pp | 176.28%-153.0pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,114 | $2,471-54.9% | $3,679-69.7% | $2,342-52.4% |
| Participant deferral / active EE | $2,254 | $2,854-21.0% | $3,897-42.1% | $3,332-32.3% |
| Admin fee / account holder | $3,417 | $3,840-11.0% | $5,194-34.2% | $4,645-26.4% |