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 | $53,813 | $70,669-23.9% | $169,368-68.2% | $75,163-28.4% |
| Participation rate | 44.2% | 64.8%-20.6pp | 77.1%-32.9pp | 67.2%-23.0pp |
| Annual return | 24.77% | 36.36%-11.6pp | 405.60%-380.8pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,535 | $2,211-30.6% | $4,013-61.8% | $2,670-42.5% |
| Participant deferral / active EE | $2,993 | $4,311-30.6% | $6,221-51.9% | $4,125-27.4% |
| Admin fee / account holder | $1,009 | $5,402-81.3% | $9,003-88.8% | $5,651-82.1% |