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 | $50,185 | $106,890-53.1% | $84,015-40.3% | $152,861-67.2% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 25.62% | 104.99%-79.4pp | 71.31%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,042 | $2,734-61.9% | $1,983-47.5% | $4,762-78.1% |
| Participant deferral / active EE | $3,923 | $4,011-2.2% | $3,239+21.1% | $5,850-32.9% |
| Admin fee / account holder | $389 | $8,285-95.3% | $6,101-93.6% | $11,596-96.6% |