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 | $32,193 | $65,409-50.8% | $98,442-67.3% | $85,850-62.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.3%-16.4pp |
| Annual return | 19.46% | 21.76%-2.3pp | 1492.73%-1473.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,943 | $2,168-10.4% | $2,960-34.4% | $2,565-24.3% |
| Participant deferral / active EE | $3,138 | $3,166-0.9% | $4,276-26.6% | $3,952-20.6% |
| Admin fee / account holder | $428 | $4,593-90.7% | $5,949-92.8% | $6,260-93.2% |