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 | $35,413 | $73,515-51.8% | $62,995-43.8% | $147,584-76.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 13.19% | 175.43%-162.2pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $850 | $3,320-74.4% | $2,759-69.2% | $4,876-82.6% |
| Participant deferral / active EE | $3,736 | $4,185-10.7% | $3,329+12.2% | $5,439-31.3% |
| Admin fee / account holder | $2,361 | $5,953-60.3% | $3,600-34.4% | $10,885-78.3% |