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 | $35,247 | $55,415-36.4% | $155,509-77.3% | $74,495-52.7% |
| Participation rate | 44.6% | 61.9%-17.3pp | 78.2%-33.6pp | 67.2%-22.6pp |
| Annual return | 13.84% | 268.50%-254.7pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $747 | $2,267-67.0% | $4,672-84.0% | $2,623-71.5% |
| Participant deferral / active EE | $1,211 | $2,836-57.3% | $5,626-78.5% | $4,346-72.1% |
| Admin fee / account holder | $2,674 | $1,738+53.8% | $15,912-83.2% | $1,942+37.7% |