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 | $52,724 | $98,750-46.6% | $149,696-64.8% | $79,858-34.0% |
| Participation rate | 40.5% | 75.8%-35.2pp | 82.5%-41.9pp | 69.6%-29.1pp |
| Annual return | 31.66% | 27.43%+4.2pp | 276.60%-244.9pp | 31.71%-0.1pp |
| Employer contribution / active EE | $2,885 | $3,216-10.3% | $4,644-37.9% | $2,471+16.7% |
| Participant deferral / active EE | $7,559 | $5,680+33.1% | $6,842+10.5% | $3,740+102.1% |
| Admin fee / account holder | $3,363 | $6,053-44.4% | $9,309-63.9% | $5,306-36.6% |