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 | $74,819 | $102,616-27.1% | $81,983-8.7% | $158,922-52.9% |
| Participation rate | 46.2% | 75.5%-29.4pp | 69.2%-23.1pp | 82.0%-35.8pp |
| Annual return | 17.68% | 61.04%-43.4pp | 41.31%-23.6pp | 302.83%-285.2pp |
| Employer contribution / active EE | $773 | $3,240-76.1% | $2,498-69.1% | $4,761-83.8% |
| Participant deferral / active EE | $2,742 | $4,648-41.0% | $3,722-26.3% | $5,982-54.2% |
| Admin fee / account holder | $3,279 | $8,235-60.2% | $5,664-42.1% | $11,246-70.8% |