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 | $33,001 | $77,899-57.6% | $149,673-78.0% | $75,163-56.1% |
| Participation rate | 48.7% | 65.6%-16.9pp | 78.8%-30.1pp | 67.2%-18.5pp |
| Annual return | 92.33% | 31.72%+60.6pp | 134.42%-42.1pp | 160.62%-68.3pp |
| Employer contribution / active EE | $1,456 | $3,137-53.6% | $4,818-69.8% | $2,670-45.5% |
| Participant deferral / active EE | $3,749 | $3,411+9.9% | $5,680-34.0% | $4,125-9.1% |
| Admin fee / account holder | $337 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |