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 | $54,758 | $109,982-50.2% | $97,226-43.7% | $145,922-62.5% |
| Participation rate | 69.2% | 75.9%-6.7pp | 72.7%-3.5pp | 80.3%-11.0pp |
| Annual return | 11.11% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $831 | $3,084-73.1% | $2,729-69.6% | $4,660-82.2% |
| Participant deferral / active EE | $1,329 | $4,676-71.6% | $4,264-68.8% | $6,688-80.1% |
| Admin fee / account holder | $436 | $6,221-93.0% | $5,654-92.3% | $13,397-96.7% |