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 | $38,150 | $96,305-60.4% | $80,569-52.6% | $139,434-72.6% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 17.98% | 1350.08%-1332.1pp | 935.43%-917.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,576 | $3,262-51.7% | $2,723-42.1% | $4,751-66.8% |
| Participant deferral / active EE | $2,626 | $5,232-49.8% | $4,447-41.0% | $6,710-60.9% |
| Admin fee / account holder | $796 | $6,599-87.9% | $5,377-85.2% | $11,403-93.0% |