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 | $51,077 | $63,346-19.4% | $92,233-44.6% | $70,131-27.2% |
| Participation rate | 48.5% | 68.7%-20.2pp | 76.5%-28.0pp | 69.5%-21.1pp |
| Annual return | 12.71% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $943 | $2,471-61.8% | $3,679-74.4% | $2,342-59.8% |
| Participant deferral / active EE | $3,092 | $2,854+8.4% | $3,897-20.6% | $3,332-7.2% |
| Admin fee / account holder | $5,379 | $3,840+40.1% | $5,194+3.6% | $4,645+15.8% |