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 | $29,827 | $129,217-76.9% | $93,406-68.1% | $158,922-81.2% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.1pp | 82.0%-15.3pp |
| Annual return | 15.21% | 118.21%-103.0pp | 78.05%-62.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,721 | $2,711-36.5% | $2,075-17.1% | $4,761-63.9% |
| Participant deferral / active EE | $2,670 | $3,909-31.7% | $3,126-14.6% | $5,982-55.4% |
| Admin fee / account holder | $794 | $7,383-89.2% | $5,230-84.8% | $11,246-92.9% |