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 | $46,033 | $85,202-46.0% | $172,739-73.4% | $72,985-36.9% |
| Participation rate | 47.4% | 70.1%-22.6pp | 82.6%-35.2pp | 69.5%-22.1pp |
| Annual return | 26.75% | 27.32%-0.6pp | 802.84%-776.1pp | 81.00%-54.2pp |
| Employer contribution / active EE | $963 | $3,324-71.0% | $5,143-81.3% | $2,440-60.5% |
| Participant deferral / active EE | $1,721 | $3,260-47.2% | $5,198-66.9% | $3,607-52.3% |
| Admin fee / account holder | $662 | $5,884-88.8% | $13,954-95.3% | $5,124-87.1% |