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 | $53,803 | $29,660+81.4% | $56,411-4.6% | $80,856-33.5% |
| Participation rate | 19.5% | 41.6%-22.1pp | 52.5%-33.0pp | 67.6%-48.1pp |
| Annual return | 12.78% | 35.23%-22.4pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $803 | $1,226-34.5% | $1,952-58.9% | $4,296-81.3% |
| Admin fee / account holder | $1,002 | $2,428-58.7% | $2,829-64.6% | $6,918-85.5% |