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 | $49,204 | $85,202-42.3% | $172,739-71.5% | $72,985-32.6% |
| Participation rate | 17.1% | 70.1%-52.9pp | 82.6%-65.5pp | 69.5%-52.3pp |
| Annual return | 25.22% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $414 | $3,324-87.5% | $5,143-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $1,154 | $3,260-64.6% | $5,198-77.8% | $3,607-68.0% |
| Admin fee / account holder | $1,000 | $5,884-83.0% | $13,954-92.8% | $5,124-80.5% |