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 | $50,553 | $30,400+66.3% | $53,898-6.2% | $84,808-40.4% |
| Participation rate | 31.6% | 46.4%-14.9pp | 55.0%-23.4pp | 68.3%-36.7pp |
| Annual return | 16.49% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $235 | $603-60.9% | $932-74.7% | $2,631-91.0% |
| Participant deferral / active EE | $1,447 | $1,199+20.8% | $1,826-20.7% | $4,212-65.6% |
| Admin fee / account holder | $333 | $1,993-83.3% | $2,491-86.6% | $7,344-95.5% |