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 | $36,149 | $99,918-63.8% | $81,382-55.6% | $145,922-75.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.35% | 34.32%-18.0pp | 24.73%-8.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,436 | $2,978-18.2% | $2,463-1.1% | $4,660-47.7% |
| Participant deferral / active EE | $5,909 | $4,605+28.3% | $3,883+52.2% | $6,688-11.6% |
| Admin fee / account holder | $26,014 | $8,212+216.8% | $5,768+351.0% | $13,397+94.2% |