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 | $29,481 | $63,346-53.5% | $92,233-68.0% | $70,131-58.0% |
| Participation rate | 66.1% | 68.7%-2.6pp | 76.5%-10.4pp | 69.5%-3.5pp |
| Annual return | 19.55% | 530.12%-510.6pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,258 | $2,471-8.6% | $3,679-38.6% | $2,342-3.6% |
| Participant deferral / active EE | $4,559 | $2,854+59.8% | $3,897+17.0% | $3,332+36.8% |
| Admin fee / account holder | $1,582 | $3,840-58.8% | $5,194-69.5% | $4,645-65.9% |