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 | $47,155 | $95,416-50.6% | $185,823-74.6% | $85,850-45.1% |
| Participation rate | 35.5% | 68.8%-33.3pp | 81.7%-46.2pp | 69.3%-33.8pp |
| Annual return | 108.14% | 23.59%+84.6pp | 122.05%-13.9pp | 318.53%-210.4pp |
| Employer contribution / active EE | $469 | $3,314-85.8% | $5,167-90.9% | $2,565-81.7% |
| Participant deferral / active EE | $1,096 | $3,423-68.0% | $5,568-80.3% | $3,952-72.3% |
| Admin fee / account holder | $2,050 | $7,213-71.6% | $16,237-87.4% | $6,260-67.3% |