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 | $10,357 | $110,502-90.6% | $80,716-87.2% | $167,490-93.8% |
| Participation rate | 34.8% | 64.0%-29.2pp | 54.2%-19.4pp | 82.1%-47.3pp |
| Annual return | 14.95% | 120.54%-105.6pp | 87.28%-72.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $177 | $1,543-88.5% | $1,160-84.8% | $4,837-96.3% |
| Participant deferral / active EE | $253 | $2,871-91.2% | $2,146-88.2% | $6,341-96.0% |
| Admin fee / account holder | $627 | $4,545-86.2% | $3,380-81.5% | $12,309-94.9% |