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 | $66,563 | $65,561+1.5% | $86,188-22.8% | $75,163-11.4% |
| Participation rate | 46.6% | 60.5%-13.9pp | 69.0%-22.4pp | 67.2%-20.6pp |
| Annual return | 17.37% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,523 | $1,553-1.9% | $2,380-36.0% | $2,670-43.0% |
| Participant deferral / active EE | $2,495 | $3,024-17.5% | $3,985-37.4% | $4,125-39.5% |
| Admin fee / account holder | $3,282 | $5,474-40.0% | $6,852-52.1% | $5,651-41.9% |