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 | $34,174 | $44,960-24.0% | $84,966-59.8% | $74,495-54.1% |
| Participation rate | 43.0% | 49.4%-6.3pp | 67.5%-24.5pp | 67.2%-24.2pp |
| Annual return | 27.18% | 26.24%+0.9pp | 66.38%-39.2pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $264 | $1,457-81.9% | $2,727-90.3% | $2,623-89.9% |
| Participant deferral / active EE | $1,581 | $2,731-42.1% | $4,519-65.0% | $4,346-63.6% |
| Admin fee / account holder | $413 | $2,209-81.3% | $6,149-93.3% | $1,942-78.7% |