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 | $41,499 | $155,788-73.4% | $124,672-66.7% | $167,490-75.2% |
| Participation rate | 59.1% | 81.1%-22.0pp | 74.6%-15.5pp | 82.1%-23.0pp |
| Annual return | 14.50% | 17.97%-3.5pp | 5142.93%-5128.4pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,160 | $4,163-72.1% | $3,324-65.1% | $4,837-76.0% |
| Participant deferral / active EE | $1,887 | $5,673-66.7% | $4,614-59.1% | $6,341-70.2% |
| Admin fee / account holder | $1,047 | $9,531-89.0% | $7,493-86.0% | $12,309-91.5% |