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 | $37,177 | $85,202-56.4% | $172,739-78.5% | $72,985-49.1% |
| Participation rate | 35.4% | 70.1%-34.7pp | 82.6%-47.3pp | 69.5%-34.1pp |
| Annual return | 25.53% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,225 | $3,324-63.1% | $5,143-76.2% | $2,440-49.8% |
| Participant deferral / active EE | $2,387 | $3,260-26.8% | $5,198-54.1% | $3,607-33.8% |
| Admin fee / account holder | $4,719 | $5,884-19.8% | $13,954-66.2% | $5,124-7.9% |