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 | $51,403 | $49,173+4.5% | $121,098-57.6% | $75,163-31.6% |
| Participation rate | 22.5% | 55.4%-32.9pp | 69.5%-47.0pp | 67.2%-44.7pp |
| Annual return | 17.10% | 55.99%-38.9pp | 985.75%-968.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $636 | $1,546-58.9% | $4,164-84.7% | $2,670-76.2% |
| Participant deferral / active EE | $1,327 | $2,628-49.5% | $4,080-67.5% | $4,125-67.8% |
| Admin fee / account holder | $3,977 | $3,942+0.9% | $5,644-29.5% | $5,651-29.6% |