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 | $53,917 | $108,642-50.4% | $74,701-27.8% | $152,861-64.7% |
| Participation rate | 55.6% | 65.3%-9.8pp | 54.5%+1.1pp | 82.4%-26.9pp |
| Annual return | 23.86% | 114.06%-90.2pp | 752.92%-729.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $949 | $1,503-36.9% | $1,084-12.5% | $4,762-80.1% |
| Participant deferral / active EE | $4,409 | $2,712+62.5% | $1,964+124.5% | $5,850-24.6% |
| Admin fee / account holder | $1,927 | $4,902-60.7% | $3,333-42.2% | $11,596-83.4% |