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 | $48,466 | $63,346-23.5% | $92,233-47.5% | $70,131-30.9% |
| Participation rate | 56.4% | 68.7%-12.3pp | 76.5%-20.1pp | 69.5%-13.2pp |
| Annual return | 16.09% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $846 | $2,471-65.8% | $3,679-77.0% | $2,342-63.9% |
| Participant deferral / active EE | $2,082 | $2,854-27.0% | $3,897-46.6% | $3,332-37.5% |
| Admin fee / account holder | $838 | $3,840-78.2% | $5,194-83.9% | $4,645-82.0% |