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 | $32,454 | $105,998-69.4% | $92,233-64.8% | $147,584-78.0% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.3pp | 82.8%-43.7pp |
| Annual return | 21.93% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,752 | $4,333-59.6% | $3,679-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $2,792 | $4,478-37.7% | $3,897-28.4% | $5,439-48.7% |
| Admin fee / account holder | $2,971 | $6,332-53.1% | $5,194-42.8% | $10,885-72.7% |