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 | $43,843 | $53,516-18.1% | $126,539-65.4% | $84,808-48.3% |
| Participation rate | 32.1% | 58.2%-26.1pp | 69.8%-37.7pp | 68.3%-36.2pp |
| Annual return | 16.05% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $876 | $1,535-43.0% | $3,674-76.2% | $2,631-66.7% |
| Participant deferral / active EE | $2,418 | $2,671-9.5% | $4,083-40.8% | $4,212-42.6% |
| Admin fee / account holder | $489 | $4,497-89.1% | $6,065-91.9% | $7,344-93.3% |