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 | $54,921 | $104,907-47.6% | $84,611-35.1% | $152,861-64.1% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 21.83% | 373.79%-352.0pp | 258.74%-236.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,063 | $3,302-67.8% | $2,652-59.9% | $4,762-77.7% |
| Participant deferral / active EE | $2,864 | $4,688-38.9% | $3,899-26.5% | $5,850-51.1% |
| Admin fee / account holder | $5,732 | $6,241-8.1% | $4,912+16.7% | $11,596-50.6% |