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 | $158,398-79.6% | $126,539-74.4% | $142,382-77.3% |
| Participation rate | 56.5% | 75.8%-19.3pp | 69.8%-13.3pp | 80.1%-23.6pp |
| Annual return | 17.22% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,097 | $4,650-76.4% | $3,674-70.1% | $4,299-74.5% |
| Participant deferral / active EE | $4,629 | $4,767-2.9% | $4,083+13.4% | $6,507-28.9% |
| Admin fee / account holder | $1,588 | $6,918-77.1% | $6,065-73.8% | $12,624-87.4% |