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 | $40,884 | $30,400+34.5% | $53,898-24.1% | $84,808-51.8% |
| Participation rate | 17.9% | 46.4%-28.6pp | 55.0%-37.1pp | 68.3%-50.5pp |
| Annual return | 16.34% | 500.19%-483.8pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $204 | $603-66.2% | $932-78.1% | $2,631-92.2% |
| Participant deferral / active EE | $740 | $1,199-38.3% | $1,826-59.5% | $4,212-82.4% |
| Admin fee / account holder | $438 | $1,993-78.0% | $2,491-82.4% | $7,344-94.0% |