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 | $30,457 | $91,190-66.6% | $178,490-82.9% | $79,858-61.9% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.1pp | 69.6%-5.8pp |
| Annual return | 61.70% | 24.19%+37.5pp | 151.07%-89.4pp | 31.71%+30.0pp |
| Employer contribution / active EE | $470 | $3,256-85.6% | $5,011-90.6% | $2,471-81.0% |
| Participant deferral / active EE | $1,830 | $3,236-43.5% | $5,202-64.8% | $3,740-51.1% |
| Admin fee / account holder | $3,492 | $6,751-48.3% | $13,984-75.0% | $5,306-34.2% |