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 | $26,861 | $85,766-68.7% | $136,294-80.3% | $70,131-61.7% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 67.69% | 31.45%+36.2pp | 5155.94%-5088.2pp | 73.14%-5.5pp |
| Employer contribution / active EE | $1,318 | $2,966-55.6% | $4,695-71.9% | $2,342-43.7% |
| Participant deferral / active EE | $6,462 | $5,051+27.9% | $6,247+3.4% | $3,332+94.0% |
| Admin fee / account holder | $3,906 | $5,420-27.9% | $9,243-57.7% | $4,645-15.9% |