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 | $47,961 | $79,184-39.4% | $102,438-53.2% | $74,546-35.7% |
| Participation rate | 58.0% | 74.8%-16.8pp | 76.5%-18.5pp | 67.2%-9.2pp |
| Annual return | 11.30% | 54.95%-43.7pp | 29.37%-18.1pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $1,761 | $2,362-25.5% | $3,024-41.8% | $2,624-32.9% |
| Participant deferral / active EE | $3,082 | $4,414-30.2% | $5,054-39.0% | $4,347-29.1% |
| Admin fee / account holder | $3,574 | $2,001+78.6% | $9,448-62.2% | $1,944+83.9% |