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 | $36,039 | $52,353-31.2% | $120,225-70.0% | $82,448-56.3% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 17.31% | 61.85%-44.5pp | 439.23%-421.9pp | 41.64%-24.3pp |
| Employer contribution / active EE | $724 | $1,510-52.1% | $3,475-79.2% | $2,551-71.6% |
| Participant deferral / active EE | $1,587 | $2,627-39.6% | $3,999-60.3% | $4,139-61.7% |
| Admin fee / account holder | $1,011 | $4,363-76.8% | $5,696-82.2% | $7,234-86.0% |