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 | $25,106 | $156,846-84.0% | $121,098-79.3% | $139,434-82.0% |
| Participation rate | 52.2% | 76.4%-24.2pp | 69.5%-17.3pp | 80.3%-28.1pp |
| Annual return | 15.12% | 1474.56%-1459.4pp | 985.75%-970.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $921 | $5,536-83.4% | $4,164-77.9% | $4,751-80.6% |
| Participant deferral / active EE | $3,877 | $4,844-20.0% | $4,080-5.0% | $6,710-42.2% |
| Admin fee / account holder | $1,125 | $6,946-83.8% | $5,644-80.1% | $11,403-90.1% |