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 | $40,959 | $48,570-15.7% | $130,648-68.6% | $72,985-43.9% |
| Participation rate | 36.7% | 58.6%-21.9pp | 71.7%-35.1pp | 69.5%-32.8pp |
| Annual return | 20.22% | 38.63%-18.4pp | 1708.96%-1688.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $434 | $1,334-67.4% | $4,092-89.4% | $2,440-82.2% |
| Participant deferral / active EE | $946 | $2,384-60.3% | $3,603-73.7% | $3,607-73.8% |
| Admin fee / account holder | $16,088 | $3,549+353.3% | $5,464+194.4% | $5,124+213.9% |