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 | $42,448 | $57,281-25.9% | $86,612-51.0% | $75,163-43.5% |
| Participation rate | 56.7% | 63.2%-6.5pp | 71.7%-15.0pp | 67.2%-10.5pp |
| Annual return | 18.24% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,221 | $2,314-47.3% | $3,022-59.6% | $2,670-54.3% |
| Participant deferral / active EE | $2,821 | $3,318-15.0% | $4,438-36.4% | $4,125-31.6% |
| Admin fee / account holder | $993 | $4,112-75.9% | $5,614-82.3% | $5,651-82.4% |