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 | $24,052 | $63,346-62.0% | $92,233-73.9% | $70,131-65.7% |
| Participation rate | 55.3% | 68.7%-13.4pp | 76.5%-21.2pp | 69.5%-14.3pp |
| Annual return | 41.07% | 530.12%-489.0pp | 176.28%-135.2pp | 73.14%-32.1pp |
| Employer contribution / active EE | $1,406 | $2,471-43.1% | $3,679-61.8% | $2,342-40.0% |
| Participant deferral / active EE | $2,453 | $2,854-14.0% | $3,897-37.1% | $3,332-26.4% |
| Admin fee / account holder | $3,730 | $3,840-2.9% | $5,194-28.2% | $4,645-19.7% |