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 | $34,025 | $158,398-78.5% | $126,539-73.1% | $142,382-76.1% |
| Participation rate | 68.8% | 75.8%-7.1pp | 69.8%-1.1pp | 80.1%-11.4pp |
| Annual return | 18.26% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,082 | $4,650-76.7% | $3,674-70.6% | $4,299-74.8% |
| Participant deferral / active EE | $1,383 | $4,767-71.0% | $4,083-66.1% | $6,507-78.7% |
| Admin fee / account holder | $1,597 | $6,918-76.9% | $6,065-73.7% | $12,624-87.3% |