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 | $48,270 | $102,317-52.8% | $146,958-67.2% | $80,856-40.3% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 14.06% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,558 | $3,713-4.2% | $4,933-27.9% | $2,755+29.2% |
| Participant deferral / active EE | $6,153 | $6,644-7.4% | $8,070-23.7% | $4,296+43.2% |
| Admin fee / account holder | $6,168 | $7,941-22.3% | $12,998-52.5% | $6,918-10.8% |