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 | $39,970 | $73,515-45.6% | $62,995-36.6% | $147,584-72.9% |
| Participation rate | 21.1% | 77.9%-56.8pp | 74.8%-53.8pp | 82.8%-61.8pp |
| Annual return | 21.48% | 175.43%-153.9pp | 87.57%-66.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $446 | $3,320-86.6% | $2,759-83.8% | $4,876-90.8% |
| Participant deferral / active EE | $1,411 | $4,185-66.3% | $3,329-57.6% | $5,439-74.1% |
| Admin fee / account holder | $549 | $5,953-90.8% | $3,600-84.8% | $10,885-95.0% |