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 | $52,566 | $108,919-51.7% | $100,391-47.6% | $145,922-64.0% |
| Participation rate | 42.9% | 82.9%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 14.47% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,758 | $4,419-60.2% | $3,942-55.4% | $4,660-62.3% |
| Participant deferral / active EE | $3,973 | $8,445-53.0% | $8,082-50.8% | $6,688-40.6% |
| Admin fee / account holder | $603 | $9,689-93.8% | $7,899-92.4% | $13,397-95.5% |