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 | $29,749 | $63,346-53.0% | $92,233-67.7% | $70,131-57.6% |
| Participation rate | 35.5% | 68.7%-33.2pp | 76.5%-41.0pp | 69.5%-34.1pp |
| Annual return | 16.22% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $797 | $2,471-67.7% | $3,679-78.3% | $2,342-66.0% |
| Participant deferral / active EE | $1,482 | $2,854-48.1% | $3,897-62.0% | $3,332-55.5% |
| Admin fee / account holder | $569 | $3,840-85.2% | $5,194-89.1% | $4,645-87.8% |