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 | $43,835 | $96,635-54.6% | $86,612-49.4% | $139,434-68.6% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 16.41% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,261 | $3,263-61.4% | $3,022-58.3% | $4,751-73.5% |
| Participant deferral / active EE | $4,785 | $4,836-1.1% | $4,438+7.8% | $6,710-28.7% |
| Admin fee / account holder | $1,015 | $6,408-84.2% | $5,614-81.9% | $11,403-91.1% |