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 | $16,546 | $73,515-77.5% | $62,995-73.7% | $147,584-88.8% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.8%-10.5pp | 82.8%-18.5pp |
| Annual return | 12.12% | 175.43%-163.3pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,029 | $3,320-38.9% | $2,759-26.5% | $4,876-58.4% |
| Participant deferral / active EE | $3,126 | $4,185-25.3% | $3,329-6.1% | $5,439-42.5% |
| Admin fee / account holder | $6,116 | $5,953+2.7% | $3,600+69.9% | $10,885-43.8% |