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 | $36,686 | $63,346-42.1% | $92,233-60.2% | $70,131-47.7% |
| Participation rate | 45.8% | 68.7%-22.8pp | 76.5%-30.6pp | 69.5%-23.7pp |
| Annual return | 20.59% | 530.12%-509.5pp | 176.28%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,718 | $2,471-30.5% | $3,679-53.3% | $2,342-26.7% |
| Participant deferral / active EE | $2,879 | $2,854+0.9% | $3,897-26.1% | $3,332-13.6% |
| Admin fee / account holder | $1,588 | $3,840-58.6% | $5,194-69.4% | $4,645-65.8% |