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 | $13,972 | $108,642-87.1% | $74,701-81.3% | $152,861-90.9% |
| Participation rate | 63.6% | 65.3%-1.7pp | 54.5%+9.2pp | 82.4%-18.8pp |
| Annual return | 21.97% | 114.06%-92.1pp | 752.92%-731.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $618 | $1,503-58.9% | $1,084-43.0% | $4,762-87.0% |
| Participant deferral / active EE | $2,619 | $2,712-3.4% | $1,964+33.4% | $5,850-55.2% |
| Admin fee / account holder | $370 | $4,902-92.5% | $3,333-88.9% | $11,596-96.8% |