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 | $43,277 | $226,064-80.9% | $182,532-76.3% | $152,861-71.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.4%-27.9pp |
| Annual return | 30.42% | 192.51%-162.1pp | 148.54%-118.1pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,618 | $4,978-67.5% | $4,076-60.3% | $4,762-66.0% |
| Participant deferral / active EE | $3,709 | $6,368-41.8% | $5,524-32.9% | $5,850-36.6% |
| Admin fee / account holder | $359 | $10,703-96.7% | $8,592-95.8% | $11,596-96.9% |