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 | $31,118 | $144,119-78.4% | $117,854-73.6% | $147,584-78.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 12.59% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $997 | $4,896-79.6% | $3,786-73.7% | $4,876-79.6% |
| Participant deferral / active EE | $4,147 | $5,316-22.0% | $4,482-7.5% | $5,439-23.8% |
| Admin fee / account holder | $458 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |