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 | $50,917 | $70,606-27.9% | $53,898-5.5% | $142,382-64.2% |
| Participation rate | 47.6% | 63.7%-16.1pp | 55.0%-7.3pp | 80.1%-32.5pp |
| Annual return | 12.66% | 619.81%-607.2pp | 528.60%-515.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $722 | $1,202-39.9% | $932-22.5% | $4,299-83.2% |
| Participant deferral / active EE | $4,055 | $2,364+71.5% | $1,826+122.1% | $6,507-37.7% |
| Admin fee / account holder | $1,829 | $2,852-35.9% | $2,491-26.6% | $12,624-85.5% |