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 | $24,238 | $85,202-71.6% | $172,739-86.0% | $72,985-66.8% |
| Participation rate | 29.7% | 70.1%-40.3pp | 82.6%-52.9pp | 69.5%-39.8pp |
| Annual return | 21.94% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $490 | $3,324-85.3% | $5,143-90.5% | $2,440-79.9% |
| Participant deferral / active EE | $1,208 | $3,260-63.0% | $5,198-76.8% | $3,607-66.5% |
| Admin fee / account holder | $6,549 | $5,884+11.3% | $13,954-53.1% | $5,124+27.8% |