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 | $28,322 | $104,974-73.0% | $95,585-70.4% | $142,382-80.1% |
| Participation rate | 41.2% | 75.0%-33.8pp | 72.1%-30.9pp | 80.1%-38.9pp |
| Annual return | 12.03% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $493 | $2,779-82.2% | $2,527-80.5% | $4,299-88.5% |
| Participant deferral / active EE | $816 | $4,352-81.3% | $4,023-79.7% | $6,507-87.5% |
| Admin fee / account holder | $1,916 | $6,386-70.0% | $6,127-68.7% | $12,624-84.8% |