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 | $61,289 | $59,417+3.2% | $93,606-34.5% | $74,495-17.7% |
| Participation rate | 42.6% | 59.7%-17.1pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 19.54% | 81.83%-62.3pp | 133.20%-113.7pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,988 | $1,264+57.4% | $2,420-17.8% | $2,623-24.2% |
| Participant deferral / active EE | $3,491 | $3,050+14.5% | $4,411-20.9% | $4,346-19.7% |
| Admin fee / account holder | $2,621 | $3,021-13.3% | $8,285-68.4% | $1,942+35.0% |