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 | $73,956 | $106,890-30.8% | $84,015-12.0% | $152,861-51.6% |
| Participation rate | 46.7% | 75.2%-28.6pp | 69.0%-22.3pp | 82.4%-35.8pp |
| Annual return | 22.06% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,542 | $2,734-43.6% | $1,983-22.3% | $4,762-67.6% |
| Participant deferral / active EE | $1,925 | $4,011-52.0% | $3,239-40.6% | $5,850-67.1% |
| Admin fee / account holder | $426 | $8,285-94.9% | $6,101-93.0% | $11,596-96.3% |