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 | $26,553 | $111,814-76.3% | $93,654-71.6% | $145,959-81.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 9.17% | 203.30%-194.1pp | 133.34%-124.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $989 | $3,092-68.0% | $2,421-59.1% | $4,661-78.8% |
| Participant deferral / active EE | $1,758 | $4,914-64.2% | $4,413-60.2% | $6,689-73.7% |
| Admin fee / account holder | $1,662 | $10,246-83.8% | $8,282-79.9% | $13,398-87.6% |