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 | $24,597 | $63,346-61.2% | $92,233-73.3% | $70,131-64.9% |
| Participation rate | 49.3% | 68.7%-19.4pp | 76.5%-27.2pp | 69.5%-20.2pp |
| Annual return | 24.79% | 530.12%-505.3pp | 176.28%-151.5pp | 73.14%-48.3pp |
| Employer contribution / active EE | $1,291 | $2,471-47.8% | $3,679-64.9% | $2,342-44.9% |
| Participant deferral / active EE | $2,722 | $2,854-4.6% | $3,897-30.1% | $3,332-18.3% |
| Admin fee / account holder | $1,133 | $3,840-70.5% | $5,194-78.2% | $4,645-75.6% |