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 | $36,937 | $90,600-59.2% | $79,464-53.5% | $135,375-72.7% |
| Participation rate | 64.7% | 76.0%-11.3pp | 73.3%-8.6pp | 82.6%-17.9pp |
| Annual return | 1.20% | 977.43%-976.2pp | 718.14%-716.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,878 | $3,068-38.8% | $2,800-32.9% | $4,779-60.7% |
| Participant deferral / active EE | $4,717 | $4,050+16.5% | $3,704+27.4% | $5,609-15.9% |
| Admin fee / account holder | $4,894 | $5,907-17.2% | $5,113-4.3% | $10,827-54.8% |