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 | $24,028 | $108,642-77.9% | $74,701-67.8% | $152,861-84.3% |
| Participation rate | 41.2% | 65.3%-24.2pp | 54.5%-13.3pp | 82.4%-41.3pp |
| Annual return | 21.45% | 114.06%-92.6pp | 752.92%-731.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $124 | $1,503-91.7% | $1,084-88.5% | $4,762-97.4% |
| Participant deferral / active EE | $1,289 | $2,712-52.5% | $1,964-34.3% | $5,850-78.0% |
| Admin fee / account holder | $929 | $4,902-81.0% | $3,333-72.1% | $11,596-92.0% |