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 | $32,534 | $159,901-79.7% | $146,958-77.9% | $145,922-77.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.79% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,372 | $5,286-36.2% | $4,933-31.6% | $4,660-27.6% |
| Participant deferral / active EE | $8,679 | $8,428+3.0% | $8,070+7.5% | $6,688+29.8% |
| Admin fee / account holder | $2,621 | $15,044-82.6% | $12,998-79.8% | $13,397-80.4% |