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 | $29,238 | $63,346-53.8% | $92,233-68.3% | $70,131-58.3% |
| Participation rate | 62.0% | 68.7%-6.7pp | 76.5%-14.5pp | 69.5%-7.5pp |
| Annual return | 14.97% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,147 | $2,471-53.6% | $3,679-68.8% | $2,342-51.0% |
| Participant deferral / active EE | $3,721 | $2,854+30.4% | $3,897-4.5% | $3,332+11.7% |
| Admin fee / account holder | $2,324 | $3,840-39.5% | $5,194-55.2% | $4,645-50.0% |