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 | $29,692 | $57,281-48.2% | $86,612-65.7% | $75,163-60.5% |
| Participation rate | 37.5% | 63.2%-25.7pp | 71.7%-34.2pp | 67.2%-29.7pp |
| Annual return | 33.37% | 2670.75%-2637.4pp | 591.07%-557.7pp | 160.62%-127.2pp |
| Employer contribution / active EE | $689 | $2,314-70.2% | $3,022-77.2% | $2,670-74.2% |
| Participant deferral / active EE | $2,882 | $3,318-13.1% | $4,438-35.1% | $4,125-30.1% |
| Admin fee / account holder | $3,320 | $4,112-19.3% | $5,614-40.9% | $5,651-41.2% |