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 | $40,800 | $63,346-35.6% | $92,233-55.8% | $70,131-41.8% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.2pp |
| Annual return | 20.38% | 530.12%-509.7pp | 176.28%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $754 | $2,471-69.5% | $3,679-79.5% | $2,342-67.8% |
| Participant deferral / active EE | $3,468 | $2,854+21.5% | $3,897-11.0% | $3,332+4.1% |
| Admin fee / account holder | $1,540 | $3,840-59.9% | $5,194-70.4% | $4,645-66.9% |