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 | $38,349 | $58,694-34.7% | $142,863-73.2% | $85,850-55.3% |
| Participation rate | 35.1% | 58.5%-23.3pp | 71.9%-36.8pp | 69.3%-34.2pp |
| Annual return | 13.57% | 27.72%-14.1pp | 5637.54%-5624.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $756 | $1,423-46.9% | $4,144-81.8% | $2,565-70.5% |
| Participant deferral / active EE | $2,780 | $2,607+6.6% | $3,837-27.6% | $3,952-29.7% |
| Admin fee / account holder | $1,376 | $4,239-67.5% | $6,560-79.0% | $6,260-78.0% |