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 | $34,681 | $53,516-35.2% | $126,539-72.6% | $84,808-59.1% |
| Participation rate | 12.5% | 58.2%-45.7pp | 69.8%-57.3pp | 68.3%-55.8pp |
| Annual return | 25.88% | 58.34%-32.5pp | 425.95%-400.1pp | 40.90%-15.0pp |
| Employer contribution / active EE | $444 | $1,535-71.1% | $3,674-87.9% | $2,631-83.1% |
| Participant deferral / active EE | $981 | $2,671-63.3% | $4,083-76.0% | $4,212-76.7% |
| Admin fee / account holder | $6,285 | $4,497+39.8% | $6,065+3.6% | $7,344-14.4% |