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 | $34,817 | $156,846-77.8% | $121,098-71.2% | $139,434-75.0% |
| Participation rate | 18.2% | 76.4%-58.2pp | 69.5%-51.3pp | 80.3%-62.1pp |
| Annual return | 23.73% | 1474.56%-1450.8pp | 985.75%-962.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,074 | $5,536-80.6% | $4,164-74.2% | $4,751-77.4% |
| Participant deferral / active EE | $3,454 | $4,844-28.7% | $4,080-15.3% | $6,710-48.5% |
| Admin fee / account holder | $917 | $6,946-86.8% | $5,644-83.8% | $11,403-92.0% |