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 | $34,450 | $55,415-37.8% | $155,509-77.8% | $74,495-53.8% |
| Participation rate | 54.8% | 61.9%-7.1pp | 78.2%-23.3pp | 67.2%-12.4pp |
| Annual return | 11.69% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,384 | $2,836+19.3% | $5,626-39.8% | $4,346-22.1% |
| Admin fee / account holder | $2,866 | $1,738+64.9% | $15,912-82.0% | $1,942+47.6% |