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 | $33,140 | $158,398-79.1% | $126,539-73.8% | $142,382-76.7% |
| Participation rate | 53.3% | 75.8%-22.5pp | 69.8%-16.5pp | 80.1%-26.8pp |
| Annual return | 17.04% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $689 | $4,650-85.2% | $3,674-81.2% | $4,299-84.0% |
| Participant deferral / active EE | $1,927 | $4,767-59.6% | $4,083-52.8% | $6,507-70.4% |
| Admin fee / account holder | $833 | $6,918-88.0% | $6,065-86.3% | $12,624-93.4% |