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 | $23,276 | $99,020-76.5% | $86,590-73.1% | $147,584-84.2% |
| Participation rate | 52.6% | 76.3%-23.7pp | 73.5%-20.9pp | 82.8%-30.2pp |
| Annual return | 12.95% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $661 | $3,132-78.9% | $2,839-76.7% | $4,876-86.4% |
| Participant deferral / active EE | $2,193 | $3,972-44.8% | $3,609-39.2% | $5,439-59.7% |
| Admin fee / account holder | $2,983 | $5,710-47.8% | $4,906-39.2% | $10,885-72.6% |