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 | $38,262 | $96,305-60.3% | $80,569-52.5% | $139,434-72.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 14.70% | 1350.08%-1335.4pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $652 | $3,262-80.0% | $2,723-76.1% | $4,751-86.3% |
| Participant deferral / active EE | $978 | $5,232-81.3% | $4,447-78.0% | $6,710-85.4% |
| Admin fee / account holder | $11,549 | $6,599+75.0% | $5,377+114.8% | $11,403+1.3% |