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 | $23,583 | $108,642-78.3% | $74,701-68.4% | $152,861-84.6% |
| Participation rate | 58.3% | 65.3%-7.0pp | 54.5%+3.9pp | 82.4%-24.1pp |
| Annual return | 23.66% | 114.06%-90.4pp | 752.92%-729.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,203 | $1,503-20.0% | $1,084+11.0% | $4,762-74.7% |
| Participant deferral / active EE | $2,685 | $2,712-1.0% | $1,964+36.7% | $5,850-54.1% |
| Admin fee / account holder | $358 | $4,902-92.7% | $3,333-89.3% | $11,596-96.9% |