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 | $33,174 | $159,901-79.3% | $146,958-77.4% | $145,922-77.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 28.59% | 98.13%-69.5pp | 418.34%-389.7pp | 561.29%-532.7pp |
| Employer contribution / active EE | $1,995 | $5,286-62.3% | $4,933-59.6% | $4,660-57.2% |
| Participant deferral / active EE | $3,203 | $8,428-62.0% | $8,070-60.3% | $6,688-52.1% |
| Admin fee / account holder | $2,103 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |