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 | $33,592 | $30,400+10.5% | $53,898-37.7% | $84,808-60.4% |
| Participation rate | 42.9% | 46.4%-3.6pp | 55.0%-12.1pp | 68.3%-25.5pp |
| Annual return | 17.16% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $179 | $603-70.2% | $932-80.7% | $2,631-93.2% |
| Participant deferral / active EE | $959 | $1,199-20.0% | $1,826-47.5% | $4,212-77.2% |
| Admin fee / account holder | $315 | $1,993-84.2% | $2,491-87.4% | $7,344-95.7% |