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 | $43,810 | $99,079-55.8% | $77,999-43.8% | $273,961-84.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 11.26% | 217.93%-206.7pp | 425.96%-414.7pp | 41.45%-30.2pp |
| Employer contribution / active EE | $3,291 | $3,308-0.5% | $2,470+33.2% | $4,869-32.4% |
| Participant deferral / active EE | $12,377 | $4,306+187.4% | $3,497+254.0% | $5,287+134.1% |
| Admin fee / account holder | $3,561 | $8,954-60.2% | $5,480-35.0% | $10,132-64.9% |