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 | $28,974 | $102,966-71.9% | $90,281-67.9% | $152,861-81.0% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 16.47% | 95.16%-78.7pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $795 | $3,139-74.7% | $2,854-72.2% | $4,762-83.3% |
| Participant deferral / active EE | $1,060 | $4,281-75.2% | $3,885-72.7% | $5,850-81.9% |
| Admin fee / account holder | $514 | $6,171-91.7% | $5,351-90.4% | $11,596-95.6% |