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 | $41,053 | $65,561-37.4% | $86,188-52.4% | $75,163-45.4% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.3pp | 67.2%-29.5pp |
| Annual return | 14.52% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,191 | $1,553-23.3% | $2,380-50.0% | $2,670-55.4% |
| Participant deferral / active EE | $1,932 | $3,024-36.1% | $3,985-51.5% | $4,125-53.2% |
| Admin fee / account holder | $4,789 | $5,474-12.5% | $6,852-30.1% | $5,651-15.3% |