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 | $30,630 | $57,281-46.5% | $86,612-64.6% | $75,163-59.2% |
| Participation rate | 44.7% | 63.2%-18.5pp | 71.7%-27.0pp | 67.2%-22.5pp |
| Annual return | 14.22% | 2670.75%-2656.5pp | 591.07%-576.8pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,010 | $2,314-56.4% | $3,022-66.6% | $2,670-62.2% |
| Participant deferral / active EE | $1,203 | $3,318-63.7% | $4,438-72.9% | $4,125-70.8% |
| Admin fee / account holder | $1,168 | $4,112-71.6% | $5,614-79.2% | $5,651-79.3% |