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 | $40,608 | $80,753-49.7% | $136,294-70.2% | $62,292-34.8% |
| Participation rate | 49.2% | 73.5%-24.4pp | 81.9%-32.8pp | 69.5%-20.3pp |
| Annual return | 26.76% | 35.83%-9.1pp | 5155.94%-5129.2pp | 28.90%-2.1pp |
| Employer contribution / active EE | $745 | $2,884-74.2% | $4,695-84.1% | $2,042-63.5% |
| Participant deferral / active EE | $3,846 | $5,164-25.5% | $6,247-38.4% | $3,169+21.4% |
| Admin fee / account holder | $2,047 | $525+289.5% | $9,243-77.9% | $479+327.0% |