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 | $44,011 | $65,561-32.9% | $86,188-48.9% | $75,163-41.4% |
| Participation rate | 51.9% | 60.5%-8.5pp | 69.0%-17.0pp | 67.2%-15.2pp |
| Annual return | 15.01% | 46.05%-31.0pp | 1168.45%-1153.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $535 | $1,553-65.5% | $2,380-77.5% | $2,670-80.0% |
| Participant deferral / active EE | $3,723 | $3,024+23.1% | $3,985-6.6% | $4,125-9.7% |
| Admin fee / account holder | $8,239 | $5,474+50.5% | $6,852+20.3% | $5,651+45.8% |