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 | $7,956 | $110,502-92.8% | $80,716-90.1% | $167,490-95.3% |
| Participation rate | 39.1% | 64.0%-24.8pp | 54.2%-15.0pp | 82.1%-43.0pp |
| Annual return | 13.12% | 120.54%-107.4pp | 87.28%-74.2pp | 478.56%-465.4pp |
| Employer contribution / active EE | $513 | $1,543-66.8% | $1,160-55.8% | $4,837-89.4% |
| Participant deferral / active EE | $862 | $2,871-70.0% | $2,146-59.8% | $6,341-86.4% |
| Admin fee / account holder | $390 | $4,545-91.4% | $3,380-88.5% | $12,309-96.8% |