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 | $82,742 | $96,635-14.4% | $86,612-4.5% | $139,434-40.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 12.18% | 106.41%-94.2pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $384 | $3,263-88.2% | $3,022-87.3% | $4,751-91.9% |
| Participant deferral / active EE | $853 | $4,836-82.4% | $4,438-80.8% | $6,710-87.3% |
| Admin fee / account holder | $1,489 | $6,408-76.8% | $5,614-73.5% | $11,403-86.9% |