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 | $29,597 | $76,738-61.4% | $56,411-47.5% | $145,922-79.7% |
| Participation rate | 46.7% | 63.2%-16.5pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 15.63% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $399 | $1,380-71.1% | $1,039-61.6% | $4,660-91.4% |
| Participant deferral / active EE | $399 | $2,623-84.8% | $1,952-79.5% | $6,688-94.0% |
| Admin fee / account holder | $759 | $3,334-77.2% | $2,829-73.2% | $13,397-94.3% |