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 | $34,472 | $48,570-29.0% | $130,648-73.6% | $72,985-52.8% |
| Participation rate | 36.4% | 58.6%-22.2pp | 71.7%-35.4pp | 69.5%-33.1pp |
| Annual return | 23.56% | 38.63%-15.1pp | 1708.96%-1685.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $309 | $1,334-76.8% | $4,092-92.4% | $2,440-87.3% |
| Participant deferral / active EE | $1,393 | $2,384-41.6% | $3,603-61.3% | $3,607-61.4% |
| Admin fee / account holder | $1,560 | $3,549-56.1% | $5,464-71.5% | $5,124-69.6% |