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 | $32,779 | $63,346-48.3% | $92,233-64.5% | $70,131-53.3% |
| Participation rate | 66.1% | 68.7%-2.5pp | 76.5%-10.4pp | 69.5%-3.4pp |
| Annual return | 17.35% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,944 | $2,471+59.6% | $3,679+7.2% | $2,342+68.4% |
| Participant deferral / active EE | $1,687 | $2,854-40.9% | $3,897-56.7% | $3,332-49.4% |
| Admin fee / account holder | $2,209 | $3,840-42.5% | $5,194-57.5% | $4,645-52.4% |