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 | $38,696 | $111,301-65.2% | $112,977-65.7% | $158,922-75.7% |
| Participation rate | 52.4% | 83.5%-31.1pp | 82.6%-30.2pp | 82.0%-29.6pp |
| Annual return | 73.52% | 26.40%+47.1pp | 24.24%+49.3pp | 302.83%-229.3pp |
| Employer contribution / active EE | $1,793 | $4,471-59.9% | $4,255-57.8% | $4,761-62.3% |
| Participant deferral / active EE | $4,163 | $5,880-29.2% | $5,836-28.7% | $5,982-30.4% |
| Admin fee / account holder | $4,759 | $8,392-43.3% | $6,294-24.4% | $11,246-57.7% |