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 | $28,168 | $104,907-73.1% | $84,611-66.7% | $152,861-81.6% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 32.11% | 373.79%-341.7pp | 258.74%-226.6pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,212 | $3,302-63.3% | $2,652-54.3% | $4,762-74.6% |
| Participant deferral / active EE | $1,674 | $4,688-64.3% | $3,899-57.1% | $5,850-71.4% |
| Admin fee / account holder | $1,826 | $6,241-70.7% | $4,912-62.8% | $11,596-84.3% |