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 | $36,458 | $49,173-25.9% | $121,098-69.9% | $75,163-51.5% |
| Participation rate | 28.9% | 55.4%-26.5pp | 69.5%-40.6pp | 67.2%-38.3pp |
| Annual return | 18.30% | 55.99%-37.7pp | 985.75%-967.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $973 | $1,546-37.0% | $4,164-76.6% | $2,670-63.5% |
| Participant deferral / active EE | $1,791 | $2,628-31.9% | $4,080-56.1% | $4,125-56.6% |
| Admin fee / account holder | $1,195 | $3,942-69.7% | $5,644-78.8% | $5,651-78.8% |