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 | $51,891 | $81,625-36.4% | $167,512-69.0% | $74,304-30.2% |
| Participation rate | 35.0% | 60.0%-25.0pp | 77.1%-42.1pp | 60.3%-25.3pp |
| Annual return | 16.37% | 26.09%-9.7pp | 1615.79%-1599.4pp | 29.43%-13.1pp |
| Employer contribution / active EE | $919 | $2,010-54.3% | $3,882-76.3% | $2,241-59.0% |
| Participant deferral / active EE | $1,812 | $4,115-56.0% | $6,405-71.7% | $3,767-51.9% |
| Admin fee / account holder | $681 | $3,474-80.4% | $9,769-93.0% | $2,969-77.1% |