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 | $31,707 | $63,346-49.9% | $92,233-65.6% | $70,131-54.8% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 22.67% | 530.12%-507.4pp | 176.28%-153.6pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,691 | $2,471-31.6% | $3,679-54.0% | $2,342-27.8% |
| Participant deferral / active EE | $4,219 | $2,854+47.8% | $3,897+8.3% | $3,332+26.6% |
| Admin fee / account holder | $2,106 | $3,840-45.2% | $5,194-59.5% | $4,645-54.7% |