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 | $20,184 | $73,515-72.5% | $62,995-68.0% | $147,584-86.3% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.8%-33.6pp | 82.8%-41.7pp |
| Annual return | 17.99% | 175.43%-157.4pp | 87.57%-69.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $694 | $3,320-79.1% | $2,759-74.8% | $4,876-85.8% |
| Participant deferral / active EE | $1,575 | $4,185-62.4% | $3,329-52.7% | $5,439-71.0% |
| Admin fee / account holder | $498 | $5,953-91.6% | $3,600-86.2% | $10,885-95.4% |