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 | $39,484 | $53,516-26.2% | $126,539-68.8% | $84,808-53.4% |
| Participation rate | 38.5% | 58.2%-19.8pp | 69.8%-31.4pp | 68.3%-29.8pp |
| Annual return | 14.91% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $947 | $1,535-38.3% | $3,674-74.2% | $2,631-64.0% |
| Participant deferral / active EE | $5,182 | $2,671+94.0% | $4,083+26.9% | $4,212+23.0% |
| Admin fee / account holder | $511 | $4,497-88.6% | $6,065-91.6% | $7,344-93.0% |