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 | $39,013 | $77,899-49.9% | $149,673-73.9% | $75,163-48.1% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.8%-28.1pp | 67.2%-16.6pp |
| Annual return | 85.01% | 31.72%+53.3pp | 134.42%-49.4pp | 160.62%-75.6pp |
| Employer contribution / active EE | $1,385 | $3,137-55.8% | $4,818-71.2% | $2,670-48.1% |
| Participant deferral / active EE | $2,567 | $3,411-24.8% | $5,680-54.8% | $4,125-37.8% |
| Admin fee / account holder | $2,409 | $5,956-59.6% | $13,210-81.8% | $5,651-57.4% |