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 | $14,443 | $85,202-83.0% | $172,739-91.6% | $72,985-80.2% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 45.72% | 27.32%+18.4pp | 802.84%-757.1pp | 81.00%-35.3pp |
| Employer contribution / active EE | $649 | $3,324-80.5% | $5,143-87.4% | $2,440-73.4% |
| Participant deferral / active EE | $2,092 | $3,260-35.8% | $5,198-59.8% | $3,607-42.0% |
| Admin fee / account holder | $2,843 | $5,884-51.7% | $13,954-79.6% | $5,124-44.5% |