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 | $21,259 | $41,078-48.2% | $80,569-73.6% | $71,457-70.2% |
| Participation rate | 52.1% | 50.2%+1.9pp | 67.0%-14.9pp | 67.9%-15.8pp |
| Annual return | 40.99% | 38.45%+2.5pp | 935.43%-894.4pp | 28.85%+12.1pp |
| Employer contribution / active EE | $988 | $1,506-34.4% | $2,723-63.7% | $2,588-61.8% |
| Participant deferral / active EE | $1,258 | $2,699-53.4% | $4,447-71.7% | $4,289-70.7% |
| Admin fee / account holder | $3,524 | $1,840+91.4% | $5,377-34.5% | $1,587+122.0% |