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 | $40,424 | $104,907-61.5% | $84,611-52.2% | $152,861-73.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 20.96% | 373.79%-352.8pp | 258.74%-237.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $483 | $3,302-85.4% | $2,652-81.8% | $4,762-89.9% |
| Participant deferral / active EE | $901 | $4,688-80.8% | $3,899-76.9% | $5,850-84.6% |
| Admin fee / account holder | $1,183 | $6,241-81.0% | $4,912-75.9% | $11,596-89.8% |