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 | $29,877 | $85,766-65.2% | $136,294-78.1% | $70,131-57.4% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 47.93% | 31.45%+16.5pp | 5155.94%-5108.0pp | 73.14%-25.2pp |
| Employer contribution / active EE | $1,976 | $2,966-33.4% | $4,695-57.9% | $2,342-15.7% |
| Participant deferral / active EE | $3,954 | $5,051-21.7% | $6,247-36.7% | $3,332+18.7% |
| Admin fee / account holder | $469 | $5,420-91.3% | $9,243-94.9% | $4,645-89.9% |