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 | $52,658 | $158,398-66.8% | $126,539-58.4% | $142,382-63.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 0.00% | 593.76%-593.8pp | 425.95%-425.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $520 | $4,650-88.8% | $3,674-85.8% | $4,299-87.9% |
| Participant deferral / active EE | $1,992 | $4,767-58.2% | $4,083-51.2% | $6,507-69.4% |
| Admin fee / account holder | $8,146 | $6,918+17.8% | $6,065+34.3% | $12,624-35.5% |