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 | $55,091 | $43,133+27.7% | $89,391-38.4% | $73,488-25.0% |
| Participation rate | 14.5% | 55.0%-40.4pp | 68.0%-53.4pp | 70.7%-56.1pp |
| Annual return | 50.47% | 135.66%-85.2pp | 245.62%-195.1pp | 28.51%+22.0pp |
| Employer contribution / active EE | $267 | $1,438-81.4% | $2,586-89.7% | $2,270-88.2% |
| Participant deferral / active EE | $756 | $2,445-69.1% | $3,890-80.6% | $3,740-79.8% |
| Admin fee / account holder | $1,954 | $444+340.4% | $4,881-60.0% | $513+280.9% |