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 | $29,312 | $58,208-49.6% | $81,812-64.2% | $80,856-63.7% |
| Participation rate | 37.9% | 63.4%-25.5pp | 72.3%-34.4pp | 67.6%-29.7pp |
| Annual return | 13.68% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $369 | $2,340-84.2% | $2,912-87.3% | $2,755-86.6% |
| Participant deferral / active EE | $1,306 | $3,281-60.2% | $4,319-69.7% | $4,296-69.6% |
| Admin fee / account holder | $919 | $4,981-81.5% | $7,386-87.6% | $6,918-86.7% |