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 | $55,769 | $41,078+35.8% | $80,569-30.8% | $71,457-22.0% |
| Participation rate | 40.5% | 50.2%-9.7pp | 67.0%-26.5pp | 67.9%-27.4pp |
| Annual return | 25.82% | 38.45%-12.6pp | 935.43%-909.6pp | 28.85%-3.0pp |
| Employer contribution / active EE | $1,736 | $1,506+15.3% | $2,723-36.3% | $2,588-32.9% |
| Participant deferral / active EE | $2,204 | $2,699-18.3% | $4,447-50.4% | $4,289-48.6% |
| Admin fee / account holder | $5,789 | $1,840+214.5% | $5,377+7.7% | $1,587+264.7% |