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 | $25,604 | $121,625-78.9% | $104,607-75.5% | $158,922-83.9% |
| Participation rate | 27.8% | 77.5%-49.8pp | 74.1%-46.3pp | 82.0%-54.2pp |
| Annual return | 14.21% | 465.26%-451.0pp | 340.46%-326.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $384 | $3,163-87.9% | $2,681-85.7% | $4,761-91.9% |
| Participant deferral / active EE | $1,903 | $4,177-54.4% | $3,740-49.1% | $5,982-68.2% |
| Admin fee / account holder | $335 | $7,787-95.7% | $6,473-94.8% | $11,246-97.0% |