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 | $42,166 | $102,317-58.8% | $146,958-71.3% | $80,856-47.9% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.2%-14.8pp | 67.6%-0.3pp |
| Annual return | 19.11% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,073 | $3,713-71.1% | $4,933-78.2% | $2,755-61.0% |
| Participant deferral / active EE | $3,897 | $6,644-41.3% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $1,921 | $7,941-75.8% | $12,998-85.2% | $6,918-72.2% |