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 | $50,134 | $73,515-31.8% | $62,995-20.4% | $147,584-66.0% |
| Participation rate | 43.5% | 77.9%-34.4pp | 74.8%-31.3pp | 82.8%-39.4pp |
| Annual return | 23.75% | 175.43%-151.7pp | 87.57%-63.8pp | 578.55%-554.8pp |
| Employer contribution / active EE | $509 | $3,320-84.7% | $2,759-81.6% | $4,876-89.6% |
| Participant deferral / active EE | $1,427 | $4,185-65.9% | $3,329-57.1% | $5,439-73.8% |
| Admin fee / account holder | $3,617 | $5,953-39.3% | $3,600+0.5% | $10,885-66.8% |