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 | $81,445 | $96,635-15.7% | $86,612-6.0% | $139,434-41.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 11.83% | 106.41%-94.6pp | 591.07%-579.2pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,064 | $3,263-67.4% | $3,022-64.8% | $4,751-77.6% |
| Participant deferral / active EE | $3,252 | $4,836-32.7% | $4,438-26.7% | $6,710-51.5% |
| Admin fee / account holder | $316 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |