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 | $73,512 | $102,966-28.6% | $90,281-18.6% | $152,861-51.9% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.4%-27.4pp |
| Annual return | 18.46% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $284 | $3,139-91.0% | $2,854-90.0% | $4,762-94.0% |
| Participant deferral / active EE | $2,893 | $4,281-32.4% | $3,885-25.5% | $5,850-50.5% |
| Admin fee / account holder | $3,303 | $6,171-46.5% | $5,351-38.3% | $11,596-71.5% |