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 | $31,721 | $107,334-70.4% | $92,893-65.9% | $152,861-79.2% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.4%-30.1pp |
| Annual return | 19.38% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,770 | $4,221-58.1% | $3,653-51.5% | $4,762-62.8% |
| Participant deferral / active EE | $2,537 | $4,845-47.6% | $4,236-40.1% | $5,850-56.6% |
| Admin fee / account holder | $956 | $7,079-86.5% | $5,794-83.5% | $11,596-91.8% |