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 | $24,939 | $97,757-74.5% | $83,848-70.3% | $135,375-81.6% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | 18.60% | 1287.37%-1268.8pp | 850.88%-832.3pp | 519.73%-501.1pp |
| Employer contribution / active EE | $1,426 | $4,222-66.2% | $3,631-60.7% | $4,779-70.2% |
| Participant deferral / active EE | $4,949 | $4,682+5.7% | $4,082+21.3% | $5,609-11.8% |
| Admin fee / account holder | $1,635 | $6,674-75.5% | $5,478-70.2% | $10,827-84.9% |