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 | $43,968 | $57,281-23.2% | $86,612-49.2% | $75,163-41.5% |
| Participation rate | 55.0% | 63.2%-8.2pp | 71.7%-16.7pp | 67.2%-12.2pp |
| Annual return | 23.53% | 2670.75%-2647.2pp | 591.07%-567.5pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,050 | $2,314-54.6% | $3,022-65.2% | $2,670-60.7% |
| Participant deferral / active EE | $2,783 | $3,318-16.1% | $4,438-37.3% | $4,125-32.5% |
| Admin fee / account holder | $4,228 | $4,112+2.8% | $5,614-24.7% | $5,651-25.2% |