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 | $38,049 | $185,822-79.5% | $169,993-77.6% | $139,434-72.7% |
| Participation rate | 52.6% | 87.8%-35.1pp | 87.0%-34.4pp | 80.3%-27.7pp |
| Annual return | 20.51% | 60.50%-40.0pp | 53.37%-32.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,089 | $7,590-72.5% | $6,785-69.2% | $4,751-56.0% |
| Participant deferral / active EE | $4,814 | $11,622-58.6% | $10,408-53.7% | $6,710-28.3% |
| Admin fee / account holder | $985 | $15,381-93.6% | $12,815-92.3% | $11,403-91.4% |