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 | $27,394 | $49,922-45.1% | $80,569-66.0% | $75,163-63.6% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 16.72% | 34.69%-18.0pp | 935.43%-918.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $553 | $1,698-67.5% | $2,723-79.7% | $2,670-79.3% |
| Participant deferral / active EE | $761 | $2,990-74.5% | $4,447-82.9% | $4,125-81.5% |
| Admin fee / account holder | $2,347 | $3,577-34.4% | $5,377-56.3% | $5,651-58.5% |