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 | $37,628 | $85,202-55.8% | $172,739-78.2% | $72,985-48.4% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 24.66% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,000 | $3,324-69.9% | $5,143-80.6% | $2,440-59.0% |
| Participant deferral / active EE | $1,890 | $3,260-42.0% | $5,198-63.6% | $3,607-47.6% |
| Admin fee / account holder | $1,596 | $5,884-72.9% | $13,954-88.6% | $5,124-68.9% |