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 | $54,602 | $29,660+84.1% | $56,411-3.2% | $80,856-32.5% |
| Participation rate | 64.7% | 41.6%+23.1pp | 52.5%+12.2pp | 67.6%-2.9pp |
| Annual return | 13.43% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,026 | $669+202.7% | $1,039+95.1% | $2,755-26.4% |
| Participant deferral / active EE | $4,216 | $1,226+243.9% | $1,952+116.0% | $4,296-1.8% |
| Admin fee / account holder | $7,770 | $2,428+220.1% | $2,829+174.7% | $6,918+12.3% |