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 5-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 | $17,410 | $29,319-40.6% | $52,425-66.8% | $82,448-78.9% |
| Participation rate | 55.7% | 46.9%+8.9pp | 55.6%+0.1pp | 68.1%-12.3pp |
| Annual return | 19.55% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,000 | $586+70.6% | $914+9.4% | $2,551-60.8% |
| Participant deferral / active EE | $1,404 | $1,171+19.9% | $1,790-21.6% | $4,139-66.1% |
| Admin fee / account holder | $730 | $1,962-62.8% | $2,495-70.7% | $7,234-89.9% |