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 | $16,878 | $73,515-77.0% | $62,995-73.2% | $147,584-88.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 15.80% | 175.43%-159.6pp | 87.57%-71.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $569 | $3,320-82.9% | $2,759-79.4% | $4,876-88.3% |
| Participant deferral / active EE | $2,275 | $4,185-45.6% | $3,329-31.7% | $5,439-58.2% |
| Admin fee / account holder | $386 | $5,953-93.5% | $3,600-89.3% | $10,885-96.5% |