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 | $36,193 | $101,069-64.2% | $81,478-55.6% | $147,584-75.5% |
| Participation rate | 8.3% | 74.5%-66.1pp | 68.0%-59.6pp | 82.8%-74.5pp |
| Annual return | 24.49% | 32.40%-7.9pp | 38.78%-14.3pp | 578.55%-554.1pp |
| Employer contribution / active EE | $277 | $3,205-91.4% | $2,568-89.2% | $4,876-94.3% |
| Participant deferral / active EE | $1,750 | $4,242-58.7% | $3,537-50.5% | $5,439-67.8% |
| Admin fee / account holder | $2,053 | $5,812-64.7% | $4,561-55.0% | $10,885-81.1% |