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 | $54,504 | $53,516+1.8% | $126,539-56.9% | $84,808-35.7% |
| Participation rate | 60.0% | 58.2%+1.8pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 26.58% | 58.34%-31.8pp | 425.95%-399.4pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,053 | $1,535-31.4% | $3,674-71.4% | $2,631-60.0% |
| Participant deferral / active EE | $2,298 | $2,671-13.9% | $4,083-43.7% | $4,212-45.4% |
| Admin fee / account holder | $11,752 | $4,497+161.4% | $6,065+93.8% | $7,344+60.0% |