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 | $38,953 | $107,334-63.7% | $92,893-58.1% | $152,861-74.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 48.11% | 145.58%-97.5pp | 109.41%-61.3pp | 345.32%-297.2pp |
| Employer contribution / active EE | $1,302 | $4,221-69.2% | $3,653-64.4% | $4,762-72.7% |
| Participant deferral / active EE | $5,116 | $4,845+5.6% | $4,236+20.8% | $5,850-12.6% |
| Admin fee / account holder | $21,765 | $7,079+207.4% | $5,794+275.7% | $11,596+87.7% |