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 | $53,281 | $102,966-48.3% | $90,281-41.0% | $152,861-65.1% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.4%-21.3pp |
| Annual return | 19.56% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $877 | $3,139-72.1% | $2,854-69.3% | $4,762-81.6% |
| Participant deferral / active EE | $2,369 | $4,281-44.7% | $3,885-39.0% | $5,850-59.5% |
| Admin fee / account holder | $8,767 | $6,171+42.1% | $5,351+63.8% | $11,596-24.4% |