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 | $32,391 | $149,040-78.3% | $120,225-73.1% | $137,256-76.4% |
| Participation rate | 56.5% | 75.4%-18.9pp | 69.6%-13.1pp | 80.0%-23.4pp |
| Annual return | 17.22% | 605.68%-588.5pp | 439.23%-422.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,097 | $4,350-74.8% | $3,475-68.4% | $4,156-73.6% |
| Participant deferral / active EE | $4,629 | $4,655-0.6% | $3,999+15.8% | $6,407-27.8% |
| Admin fee / account holder | $1,588 | $6,348-75.0% | $5,696-72.1% | $12,270-87.1% |