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 | $43,982 | $109,327-59.8% | $89,391-50.8% | $158,922-72.3% |
| Participation rate | 35.7% | 74.3%-38.5pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 9.20% | 345.68%-336.5pp | 245.62%-236.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $803 | $3,170-74.7% | $2,586-68.9% | $4,761-83.1% |
| Participant deferral / active EE | $2,732 | $4,598-40.6% | $3,890-29.8% | $5,982-54.3% |
| Admin fee / account holder | $34,938 | $6,153+467.8% | $4,881+615.7% | $11,246+210.7% |