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 | $58,843 | $96,635-39.1% | $86,612-32.1% | $139,434-57.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 33.20% | 106.41%-73.2pp | 591.07%-557.9pp | 372.94%-339.7pp |
| Employer contribution / active EE | $1,672 | $3,263-48.8% | $3,022-44.7% | $4,751-64.8% |
| Participant deferral / active EE | $4,897 | $4,836+1.3% | $4,438+10.4% | $6,710-27.0% |
| Admin fee / account holder | $331 | $6,408-94.8% | $5,614-94.1% | $11,403-97.1% |