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 | $38,571 | $102,317-62.3% | $146,958-73.8% | $80,856-52.3% |
| Participation rate | 53.6% | 75.8%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 53.54% | 134.76%-81.2pp | 418.34%-364.8pp | 35.59%+17.9pp |
| Employer contribution / active EE | $2,655 | $3,713-28.5% | $4,933-46.2% | $2,755-3.6% |
| Participant deferral / active EE | $5,532 | $6,644-16.7% | $8,070-31.4% | $4,296+28.8% |
| Admin fee / account holder | $4,023 | $7,941-49.3% | $12,998-69.0% | $6,918-41.8% |