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 | $76,212 | $54,705+39.3% | $71,209+7.0% | $84,808-10.1% |
| Participation rate | 16.0% | 64.1%-48.1pp | 73.8%-57.8pp | 68.3%-52.3pp |
| Annual return | 16.27% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $337 | $2,158-84.4% | $2,721-87.6% | $2,631-87.2% |
| Participant deferral / active EE | $778 | $3,030-74.3% | $4,175-81.4% | $4,212-81.5% |
| Admin fee / account holder | $1,850 | $4,863-62.0% | $5,349-65.4% | $7,344-74.8% |