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 | $59,152 | $55,415+6.7% | $155,509-62.0% | $74,495-20.6% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.0pp | 67.2%-21.0pp |
| Annual return | 14.90% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,133 | $2,267-50.0% | $4,672-75.7% | $2,623-56.8% |
| Participant deferral / active EE | $2,626 | $2,836-7.4% | $5,626-53.3% | $4,346-39.6% |
| Admin fee / account holder | $1,342 | $1,738-22.8% | $15,912-91.6% | $1,942-30.9% |