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 | $27,313 | $63,346-56.9% | $92,233-70.4% | $70,131-61.1% |
| Participation rate | 65.3% | 68.7%-3.4pp | 76.5%-11.2pp | 69.5%-4.2pp |
| Annual return | 79.53% | 530.12%-450.6pp | 176.28%-96.7pp | 73.14%+6.4pp |
| Employer contribution / active EE | $1,729 | $2,471-30.0% | $3,679-53.0% | $2,342-26.2% |
| Participant deferral / active EE | $3,542 | $2,854+24.1% | $3,897-9.1% | $3,332+6.3% |
| Admin fee / account holder | $386 | $3,840-89.9% | $5,194-92.6% | $4,645-91.7% |