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 | $39,444 | $63,346-37.7% | $92,233-57.2% | $70,131-43.8% |
| Participation rate | 37.3% | 68.7%-31.4pp | 76.5%-39.2pp | 69.5%-32.3pp |
| Annual return | 13.46% | 530.12%-516.7pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $530 | $2,471-78.6% | $3,679-85.6% | $2,342-77.4% |
| Participant deferral / active EE | $1,539 | $2,854-46.1% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $907 | $3,840-76.4% | $5,194-82.5% | $4,645-80.5% |