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 | $30,455 | $96,635-68.5% | $86,612-64.8% | $139,434-78.2% |
| Participation rate | 65.0% | 74.4%-9.4pp | 71.7%-6.7pp | 80.3%-15.3pp |
| Annual return | 20.54% | 106.41%-85.9pp | 591.07%-570.5pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,055 | $3,263-37.0% | $3,022-32.0% | $4,751-56.7% |
| Participant deferral / active EE | $4,567 | $4,836-5.6% | $4,438+2.9% | $6,710-31.9% |
| Admin fee / account holder | $846 | $6,408-86.8% | $5,614-84.9% | $11,403-92.6% |