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 5-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 | $48,038 | $63,346-24.2% | $92,233-47.9% | $70,131-31.5% |
| Participation rate | 69.0% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 13.80% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,342 | $2,471-45.7% | $3,679-63.5% | $2,342-42.7% |
| Participant deferral / active EE | $3,125 | $2,854+9.5% | $3,897-19.8% | $3,332-6.2% |
| Admin fee / account holder | $627 | $3,840-83.7% | $5,194-87.9% | $4,645-86.5% |