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 | $51,708 | $108,642-52.4% | $74,701-30.8% | $152,861-66.2% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 22.97% | 114.06%-91.1pp | 752.92%-730.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $408 | $1,503-72.8% | $1,084-62.3% | $4,762-91.4% |
| Participant deferral / active EE | $938 | $2,712-65.4% | $1,964-52.2% | $5,850-84.0% |
| Admin fee / account holder | $576 | $4,902-88.3% | $3,333-82.7% | $11,596-95.0% |