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 | $58,963 | $118,680-50.3% | $98,907-40.4% | $158,922-62.9% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 10.37% | 372.35%-362.0pp | 196.43%-186.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,002 | $3,333-69.9% | $2,689-62.8% | $4,761-79.0% |
| Participant deferral / active EE | $4,558 | $5,088-10.4% | $4,244+7.4% | $5,982-23.8% |
| Admin fee / account holder | $761 | $10,131-92.5% | $6,642-88.5% | $11,246-93.2% |