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 | $40,184 | $55,415-27.5% | $155,509-74.2% | $74,495-46.1% |
| Participation rate | 51.9% | 61.9%-10.1pp | 78.2%-26.3pp | 67.2%-15.3pp |
| Annual return | 15.30% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $999 | $2,267-55.9% | $4,672-78.6% | $2,623-61.9% |
| Participant deferral / active EE | $3,442 | $2,836+21.4% | $5,626-38.8% | $4,346-20.8% |
| Admin fee / account holder | $1,250 | $1,738-28.1% | $15,912-92.1% | $1,942-35.6% |