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 | $25,277 | $55,415-54.4% | $155,509-83.7% | $74,495-66.1% |
| Participation rate | 29.2% | 61.9%-32.7pp | 78.2%-49.0pp | 67.2%-38.0pp |
| Annual return | 18.29% | 268.50%-250.2pp | 64.67%-46.4pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $520 | $2,267-77.1% | $4,672-88.9% | $2,623-80.2% |
| Participant deferral / active EE | $1,567 | $2,836-44.7% | $5,626-72.1% | $4,346-63.9% |
| Admin fee / account holder | $4,657 | $1,738+167.9% | $15,912-70.7% | $1,942+139.8% |