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 | $38,004 | $49,922-23.9% | $80,569-52.8% | $75,163-49.4% |
| Participation rate | 49.2% | 55.3%-6.1pp | 67.0%-17.8pp | 67.2%-18.0pp |
| Annual return | 30.32% | 34.69%-4.4pp | 935.43%-905.1pp | 160.62%-130.3pp |
| Employer contribution / active EE | $1,626 | $1,698-4.2% | $2,723-40.3% | $2,670-39.1% |
| Participant deferral / active EE | $3,615 | $2,990+20.9% | $4,447-18.7% | $4,125-12.4% |
| Admin fee / account holder | $4,392 | $3,577+22.8% | $5,377-18.3% | $5,651-22.3% |