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 | $31,281 | $55,415-43.6% | $155,509-79.9% | $74,495-58.0% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 11.77% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $560 | $2,267-75.3% | $4,672-88.0% | $2,623-78.6% |
| Participant deferral / active EE | $1,196 | $2,836-57.8% | $5,626-78.7% | $4,346-72.5% |
| Admin fee / account holder | $1,155 | $1,738-33.5% | $15,912-92.7% | $1,942-40.5% |