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 | $32,993 | $48,570-32.1% | $130,648-74.7% | $72,985-54.8% |
| Participation rate | 46.3% | 58.6%-12.3pp | 71.7%-25.5pp | 69.5%-23.2pp |
| Annual return | 18.51% | 38.63%-20.1pp | 1708.96%-1690.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $653 | $1,334-51.0% | $4,092-84.0% | $2,440-73.2% |
| Participant deferral / active EE | $3,373 | $2,384+41.5% | $3,603-6.4% | $3,607-6.5% |
| Admin fee / account holder | $3,133 | $3,549-11.7% | $5,464-42.7% | $5,124-38.9% |