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 | $59,806 | $93,373-35.9% | $152,466-60.8% | $85,850-30.3% |
| Participation rate | 41.3% | 70.1%-28.8pp | 78.2%-36.9pp | 69.3%-28.0pp |
| Annual return | 23.22% | 21.84%+1.4pp | 757.33%-734.1pp | 318.53%-295.3pp |
| Employer contribution / active EE | $1,825 | $2,996-39.1% | $4,327-57.8% | $2,565-28.9% |
| Participant deferral / active EE | $3,176 | $4,550-30.2% | $5,820-45.4% | $3,952-19.6% |
| Admin fee / account holder | $338 | $13,853-97.6% | $15,805-97.9% | $6,260-94.6% |