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 | $72,055 | $111,724-35.5% | $93,606-23.0% | $145,922-50.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 14.80% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,528 | $3,090-50.5% | $2,420-36.8% | $4,660-67.2% |
| Participant deferral / active EE | $4,127 | $4,912-16.0% | $4,411-6.5% | $6,688-38.3% |
| Admin fee / account holder | $316 | $10,250-96.9% | $8,285-96.2% | $13,397-97.6% |