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 | $49,937 | $144,119-65.3% | $117,854-57.6% | $147,584-66.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 14.08% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $891 | $4,896-81.8% | $3,786-76.5% | $4,876-81.7% |
| Participant deferral / active EE | $3,026 | $5,316-43.1% | $4,482-32.5% | $5,439-44.4% |
| Admin fee / account holder | $12,578 | $10,886+15.5% | $8,020+56.8% | $10,885+15.6% |