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 | $33,232 | $70,756-53.0% | $65,493-49.3% | $142,382-76.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 11.98% | 1754.89%-1742.9pp | 982.45%-970.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $431 | $2,881-85.1% | $2,574-83.3% | $4,299-90.0% |
| Participant deferral / active EE | $1,000 | $4,637-78.4% | $3,961-74.7% | $6,507-84.6% |
| Admin fee / account holder | $738 | $6,559-88.7% | $5,028-85.3% | $12,624-94.2% |