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 | $84,281 | $105,998-20.5% | $92,233-8.6% | $147,584-42.9% |
| Participation rate | 31.3% | 80.4%-49.2pp | 76.5%-45.2pp | 82.8%-51.6pp |
| Annual return | 16.44% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $845 | $4,333-80.5% | $3,679-77.0% | $4,876-82.7% |
| Participant deferral / active EE | $2,957 | $4,478-34.0% | $3,897-24.1% | $5,439-45.6% |
| Admin fee / account holder | $882 | $6,332-86.1% | $5,194-83.0% | $10,885-91.9% |