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 | $35,239 | $112,096-68.6% | $95,952-63.3% | $158,922-77.8% |
| Participation rate | 47.4% | 79.0%-31.6pp | 77.1%-29.7pp | 82.0%-34.6pp |
| Annual return | 17.17% | 171.09%-153.9pp | 91.61%-74.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,058 | $3,198-66.9% | $2,541-58.4% | $4,761-77.8% |
| Participant deferral / active EE | $2,493 | $4,784-47.9% | $4,167-40.2% | $5,982-58.3% |
| Admin fee / account holder | $760 | $10,130-92.5% | $6,795-88.8% | $11,246-93.2% |