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 | $32,656 | $112,881-71.1% | $90,951-64.1% | $158,922-79.5% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 20.50% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,782 | $2,893-38.4% | $2,122-16.0% | $4,761-62.6% |
| Participant deferral / active EE | $4,664 | $4,128+13.0% | $3,373+38.3% | $5,982-22.0% |
| Admin fee / account holder | $3,402 | $8,041-57.7% | $5,959-42.9% | $11,246-69.8% |