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 | $36,985 | $55,453-33.3% | $170,442-78.3% | $62,292-40.6% |
| Participation rate | 30.8% | 66.4%-35.6pp | 83.6%-52.8pp | 69.5%-38.7pp |
| Annual return | 49.47% | 21.38%+28.1pp | 205.93%-156.5pp | 28.90%+20.6pp |
| Employer contribution / active EE | $1,346 | $2,164-37.8% | $5,433-75.2% | $2,042-34.1% |
| Participant deferral / active EE | $2,114 | $2,303-8.2% | $4,939-57.2% | $3,169-33.3% |
| Admin fee / account holder | $369 | $455-18.9% | $13,880-97.3% | $479-23.0% |