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 | $36,676 | $63,346-42.1% | $92,233-60.2% | $70,131-47.7% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.2pp |
| Annual return | 14.87% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,243 | $2,471-49.7% | $3,679-66.2% | $2,342-46.9% |
| Participant deferral / active EE | $1,674 | $2,854-41.3% | $3,897-57.0% | $3,332-49.8% |
| Admin fee / account holder | $619 | $3,840-83.9% | $5,194-88.1% | $4,645-86.7% |