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 | $36,860 | $105,998-65.2% | $92,233-60.0% | $147,584-75.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 15.75% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $899 | $4,333-79.2% | $3,679-75.6% | $4,876-81.6% |
| Participant deferral / active EE | $4,785 | $4,478+6.9% | $3,897+22.8% | $5,439-12.0% |
| Admin fee / account holder | $1,077 | $6,332-83.0% | $5,194-79.3% | $10,885-90.1% |