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 | $36,691 | $96,635-62.0% | $86,612-57.6% | $139,434-73.7% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 16.41% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,185 | $3,263-63.7% | $3,022-60.8% | $4,751-75.1% |
| Participant deferral / active EE | $2,130 | $4,836-56.0% | $4,438-52.0% | $6,710-68.3% |
| Admin fee / account holder | $556 | $6,408-91.3% | $5,614-90.1% | $11,403-95.1% |