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 | $43,963 | $27,243+61.4% | $52,425-16.1% | $79,634-44.8% |
| Participation rate | 12.8% | 22.4%-9.7pp | 55.6%-42.9pp | 62.5%-49.7pp |
| Annual return | 15.88% | 63.36%-47.5pp | 302.12%-286.2pp | 36.46%-20.6pp |
| Employer contribution / active EE | $211 | $319-33.9% | $914-76.9% | $2,529-91.7% |
| Participant deferral / active EE | $436 | $636-31.4% | $1,790-75.7% | $3,835-88.6% |
| Admin fee / account holder | $6,384 | $2,105+203.3% | $2,495+155.9% | $1,002+537.2% |