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 | $60,262 | $105,998-43.1% | $92,233-34.7% | $147,584-59.2% |
| Participation rate | 29.4% | 80.4%-51.0pp | 76.5%-47.1pp | 82.8%-53.4pp |
| Annual return | 23.22% | 50.05%-26.8pp | 176.28%-153.1pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,370 | $4,333-68.4% | $3,679-62.8% | $4,876-71.9% |
| Participant deferral / active EE | $3,844 | $4,478-14.2% | $3,897-1.3% | $5,439-29.3% |
| Admin fee / account holder | $5,124 | $6,332-19.1% | $5,194-1.3% | $10,885-52.9% |