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 | $29,532 | $58,927-49.9% | $76,817-61.6% | $72,985-59.5% |
| Participation rate | 23.5% | 67.3%-43.8pp | 72.1%-48.6pp | 69.5%-46.0pp |
| Annual return | 23.60% | 2305.64%-2282.0pp | 1166.11%-1142.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $487 | $1,787-72.7% | $2,302-78.8% | $2,440-80.0% |
| Participant deferral / active EE | $1,301 | $2,690-51.6% | $3,336-61.0% | $3,607-63.9% |
| Admin fee / account holder | $2,633 | $4,013-34.4% | $6,420-59.0% | $5,124-48.6% |