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 | $43,173 | $31,310+37.9% | $53,898-19.9% | $74,304-41.9% |
| Participation rate | 8.4% | 30.7%-22.3pp | 55.0%-46.6pp | 60.3%-52.0pp |
| Annual return | 15.47% | 23.16%-7.7pp | 528.60%-513.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $549 | $934-41.2% | $1,826-69.9% | $3,767-85.4% |
| Admin fee / account holder | $2,831 | $2,175+30.1% | $2,491+13.7% | $2,969-4.6% |