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 | $58,798 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 62.1% | 75.8%-13.8pp | 82.2%-20.1pp | 67.6%-5.6pp |
| Annual return | 22.46% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $2,775 | $3,713-25.3% | $4,933-43.8% | $2,755+0.7% |
| Participant deferral / active EE | $4,420 | $6,644-33.5% | $8,070-45.2% | $4,296+2.9% |
| Admin fee / account holder | $437 | $7,941-94.5% | $12,998-96.6% | $6,918-93.7% |