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 | $46,215 | $65,561-29.5% | $86,188-46.4% | $75,163-38.5% |
| Participation rate | 35.4% | 60.5%-25.1pp | 69.0%-33.6pp | 67.2%-31.8pp |
| Annual return | 15.40% | 46.05%-30.7pp | 1168.45%-1153.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $905 | $1,553-41.7% | $2,380-62.0% | $2,670-66.1% |
| Participant deferral / active EE | $1,794 | $3,024-40.7% | $3,985-55.0% | $4,125-56.5% |
| Admin fee / account holder | $842 | $5,474-84.6% | $6,852-87.7% | $5,651-85.1% |