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 | $38,411 | $105,181-63.5% | $159,436-75.9% | $85,850-55.3% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.8%-29.8pp | 69.3%-16.3pp |
| Annual return | 45.84% | 45.07%+0.8pp | 263.57%-217.7pp | 318.53%-272.7pp |
| Employer contribution / active EE | $1,860 | $3,318-43.9% | $4,829-61.5% | $2,565-27.5% |
| Participant deferral / active EE | $4,181 | $5,945-29.7% | $7,352-43.1% | $3,952+5.8% |
| Admin fee / account holder | $2,555 | $6,933-63.1% | $10,799-76.3% | $6,260-59.2% |