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 | $11,992 | $96,635-87.6% | $86,612-86.2% | $139,434-91.4% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 15.48% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,025 | $3,263-68.6% | $3,022-66.1% | $4,751-78.4% |
| Participant deferral / active EE | $2,085 | $4,836-56.9% | $4,438-53.0% | $6,710-68.9% |
| Admin fee / account holder | $421 | $6,408-93.4% | $5,614-92.5% | $11,403-96.3% |