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 | $38,064 | $96,635-60.6% | $86,612-56.1% | $139,434-72.7% |
| Participation rate | 47.1% | 74.4%-27.3pp | 71.7%-24.6pp | 80.3%-33.3pp |
| Annual return | 16.94% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,071 | $3,263-67.2% | $3,022-64.6% | $4,751-77.5% |
| Participant deferral / active EE | $1,735 | $4,836-64.1% | $4,438-60.9% | $6,710-74.1% |
| Admin fee / account holder | $919 | $6,408-85.7% | $5,614-83.6% | $11,403-91.9% |