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 | $38,691 | $104,907-63.1% | $84,611-54.3% | $152,861-74.7% |
| Participation rate | 69.6% | 74.8%-5.3pp | 68.2%+1.3pp | 82.4%-12.9pp |
| Annual return | 25.85% | 373.79%-347.9pp | 258.74%-232.9pp | 345.32%-319.5pp |
| Employer contribution / active EE | $474 | $3,302-85.6% | $2,652-82.1% | $4,762-90.0% |
| Participant deferral / active EE | $1,945 | $4,688-58.5% | $3,899-50.1% | $5,850-66.7% |
| Admin fee / account holder | $302 | $6,241-95.2% | $4,912-93.9% | $11,596-97.4% |