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 | $37,787 | $95,971-60.6% | $74,550-49.3% | $135,375-72.1% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | 8.50% | 56.96%-48.5pp | 32.53%-24.0pp | 519.73%-511.2pp |
| Employer contribution / active EE | $1,198 | $2,716-55.9% | $1,961-38.9% | $4,779-74.9% |
| Participant deferral / active EE | $1,696 | $3,843-55.9% | $3,108-45.4% | $5,609-69.8% |
| Admin fee / account holder | $1,126 | $6,522-82.7% | $5,060-77.7% | $10,827-89.6% |