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 | $52,487 | $121,625-56.8% | $104,607-49.8% | $158,922-67.0% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 11.09% | 465.26%-454.2pp | 340.46%-329.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $574 | $3,163-81.9% | $2,681-78.6% | $4,761-87.9% |
| Participant deferral / active EE | $717 | $4,177-82.8% | $3,740-80.8% | $5,982-88.0% |
| Admin fee / account holder | $754 | $7,787-90.3% | $6,473-88.4% | $11,246-93.3% |