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 | $30,796 | $105,181-70.7% | $159,436-80.7% | $85,850-64.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 44.54% | 45.07%-0.5pp | 263.57%-219.0pp | 318.53%-274.0pp |
| Employer contribution / active EE | $2,279 | $3,318-31.3% | $4,829-52.8% | $2,565-11.1% |
| Participant deferral / active EE | $4,505 | $5,945-24.2% | $7,352-38.7% | $3,952+14.0% |
| Admin fee / account holder | $3,174 | $6,933-54.2% | $10,799-70.6% | $6,260-49.3% |