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 | $101,178 | $165,912-39.0% | $122,332-17.3% | $147,584-31.4% |
| Participation rate | 27.8% | 79.6%-51.8pp | 71.6%-43.9pp | 82.8%-55.1pp |
| Annual return | 23.80% | 34.55%-10.8pp | 30.27%-6.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $469 | $5,754-91.9% | $4,050-88.4% | $4,876-90.4% |
| Participant deferral / active EE | $1,047 | $4,005-73.9% | $3,287-68.1% | $5,439-80.7% |
| Admin fee / account holder | $1,913 | $7,424-74.2% | $5,478-65.1% | $10,885-82.4% |