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 | $52,889 | $129,217-59.1% | $93,406-43.4% | $158,922-66.7% |
| Participation rate | 57.1% | 71.0%-13.8pp | 66.8%-9.7pp | 82.0%-24.8pp |
| Annual return | 28.96% | 118.21%-89.3pp | 78.05%-49.1pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,419 | $2,711-47.7% | $2,075-31.6% | $4,761-70.2% |
| Participant deferral / active EE | $2,527 | $3,909-35.4% | $3,126-19.2% | $5,982-57.8% |
| Admin fee / account holder | $940 | $7,383-87.3% | $5,230-82.0% | $11,246-91.6% |