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 | $28,854 | $73,515-60.8% | $62,995-54.2% | $147,584-80.4% |
| Participation rate | 58.8% | 77.9%-19.0pp | 74.8%-16.0pp | 82.8%-24.0pp |
| Annual return | 22.39% | 175.43%-153.0pp | 87.57%-65.2pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,180 | $3,320-64.5% | $2,759-57.2% | $4,876-75.8% |
| Participant deferral / active EE | $4,008 | $4,185-4.2% | $3,329+20.4% | $5,439-26.3% |
| Admin fee / account holder | $755 | $5,953-87.3% | $3,600-79.0% | $10,885-93.1% |