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 | $51,598 | $53,516-3.6% | $126,539-59.2% | $84,808-39.2% |
| Participation rate | 67.9% | 58.2%+9.7pp | 69.8%-1.9pp | 68.3%-0.4pp |
| Annual return | 13.95% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,556 | $1,535+66.6% | $3,674-30.4% | $2,631-2.8% |
| Participant deferral / active EE | $3,869 | $2,671+44.9% | $4,083-5.2% | $4,212-8.1% |
| Admin fee / account holder | $7,132 | $4,497+58.6% | $6,065+17.6% | $7,344-2.9% |