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 | $43,722 | $108,642-59.8% | $74,701-41.5% | $152,861-71.4% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 17.60% | 114.06%-96.5pp | 752.92%-735.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $210 | $1,503-86.1% | $1,084-80.7% | $4,762-95.6% |
| Participant deferral / active EE | $549 | $2,712-79.8% | $1,964-72.0% | $5,850-90.6% |
| Admin fee / account holder | $7,626 | $4,902+55.5% | $3,333+128.8% | $11,596-34.2% |