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 | $29,202 | $106,890-72.7% | $84,015-65.2% | $152,861-80.9% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.4%-40.8pp |
| Annual return | 18.22% | 104.99%-86.8pp | 71.31%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $979 | $2,734-64.2% | $1,983-50.7% | $4,762-79.5% |
| Participant deferral / active EE | $1,796 | $4,011-55.2% | $3,239-44.5% | $5,850-69.3% |
| Admin fee / account holder | $3,356 | $8,285-59.5% | $6,101-45.0% | $11,596-71.1% |