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 | $28,908 | $63,346-54.4% | $92,233-68.7% | $70,131-58.8% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.5pp |
| Annual return | 15.52% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,178 | $2,471-52.3% | $3,679-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $1,975 | $2,854-30.8% | $3,897-49.3% | $3,332-40.7% |
| Admin fee / account holder | $1,260 | $3,840-67.2% | $5,194-75.7% | $4,645-72.9% |