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 | $24,021 | $63,346-62.1% | $92,233-74.0% | $70,131-65.7% |
| Participation rate | 27.8% | 68.7%-40.9pp | 76.5%-48.7pp | 69.5%-41.8pp |
| Annual return | 32.26% | 530.12%-497.9pp | 176.28%-144.0pp | 73.14%-40.9pp |
| Employer contribution / active EE | $1,268 | $2,471-48.7% | $3,679-65.5% | $2,342-45.9% |
| Participant deferral / active EE | $2,365 | $2,854-17.1% | $3,897-39.3% | $3,332-29.0% |
| Admin fee / account holder | $345 | $3,840-91.0% | $5,194-93.4% | $4,645-92.6% |