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 | $33,140 | $149,040-77.8% | $120,225-72.4% | $137,256-75.9% |
| Participation rate | 53.3% | 75.4%-22.1pp | 69.6%-16.2pp | 80.0%-26.6pp |
| Annual return | 17.04% | 605.68%-588.6pp | 439.23%-422.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $689 | $4,350-84.2% | $3,475-80.2% | $4,156-83.4% |
| Participant deferral / active EE | $1,927 | $4,655-58.6% | $3,999-51.8% | $6,407-69.9% |
| Admin fee / account holder | $833 | $6,348-86.9% | $5,696-85.4% | $12,270-93.2% |