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 | $30,214 | $60,323-49.9% | $81,812-63.1% | $74,495-59.4% |
| Participation rate | 40.3% | 62.9%-22.5pp | 72.3%-32.0pp | 67.2%-26.9pp |
| Annual return | 16.18% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $782 | $2,620-70.2% | $2,912-73.1% | $2,623-70.2% |
| Participant deferral / active EE | $1,834 | $3,387-45.9% | $4,319-57.5% | $4,346-57.8% |
| Admin fee / account holder | $4,235 | $1,486+185.0% | $7,386-42.7% | $1,942+118.1% |