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 | $38,878 | $105,998-63.3% | $92,233-57.8% | $147,584-73.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.11% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,262 | $4,333-70.9% | $3,679-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $3,338 | $4,478-25.5% | $3,897-14.3% | $5,439-38.6% |
| Admin fee / account holder | $451 | $6,332-92.9% | $5,194-91.3% | $10,885-95.9% |