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 | $15,687 | $85,202-81.6% | $172,739-90.9% | $72,985-78.5% |
| Participation rate | 50.6% | 70.1%-19.5pp | 82.6%-32.1pp | 69.5%-18.9pp |
| Annual return | 30.90% | 27.32%+3.6pp | 802.84%-771.9pp | 81.00%-50.1pp |
| Employer contribution / active EE | $811 | $3,324-75.6% | $5,143-84.2% | $2,440-66.8% |
| Participant deferral / active EE | $2,140 | $3,260-34.4% | $5,198-58.8% | $3,607-40.7% |
| Admin fee / account holder | $782 | $5,884-86.7% | $13,954-94.4% | $5,124-84.7% |