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 | $36,783 | $72,071-49.0% | $68,368-46.2% | $137,256-73.2% |
| Participation rate | 43.5% | 76.2%-32.8pp | 73.8%-30.3pp | 80.0%-36.5pp |
| Annual return | 20.57% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,437 | $2,788-48.5% | $2,649-45.8% | $4,156-65.4% |
| Participant deferral / active EE | $2,776 | $4,410-37.1% | $4,123-32.7% | $6,407-56.7% |
| Admin fee / account holder | $503 | $5,336-90.6% | $5,150-90.2% | $12,270-95.9% |