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 | $65,234 | $95,416-31.6% | $185,823-64.9% | $85,850-24.0% |
| Participation rate | 45.2% | 68.8%-23.6pp | 81.7%-36.5pp | 69.3%-24.2pp |
| Annual return | 18.57% | 23.59%-5.0pp | 122.05%-103.5pp | 318.53%-300.0pp |
| Employer contribution / active EE | $943 | $3,314-71.6% | $5,167-81.8% | $2,565-63.3% |
| Participant deferral / active EE | $1,488 | $3,423-56.5% | $5,568-73.3% | $3,952-62.3% |
| Admin fee / account holder | $762 | $7,213-89.4% | $16,237-95.3% | $6,260-87.8% |