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 | $25,497 | $63,346-59.7% | $92,233-72.4% | $70,131-63.6% |
| Participation rate | 43.1% | 68.7%-25.5pp | 76.5%-33.3pp | 69.5%-26.4pp |
| Annual return | 17.51% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,386 | $2,471-43.9% | $3,679-62.3% | $2,342-40.8% |
| Participant deferral / active EE | $1,772 | $2,854-37.9% | $3,897-54.5% | $3,332-46.8% |
| Admin fee / account holder | $358 | $3,840-90.7% | $5,194-93.1% | $4,645-92.3% |