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 | $39,076 | $156,846-75.1% | $121,098-67.7% | $139,434-72.0% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.5%-13.9pp | 80.3%-24.8pp |
| Annual return | 17.15% | 1474.56%-1457.4pp | 985.75%-968.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,713 | $5,536-51.0% | $4,164-34.9% | $4,751-42.9% |
| Participant deferral / active EE | $5,027 | $4,844+3.8% | $4,080+23.2% | $6,710-25.1% |
| Admin fee / account holder | $1,349 | $6,946-80.6% | $5,644-76.1% | $11,403-88.2% |