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 | $63,613 | $115,770-45.1% | $101,248-37.2% | $158,922-60.0% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 14.42% | 56.14%-41.7pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $781 | $4,175-81.3% | $3,660-78.7% | $4,761-83.6% |
| Participant deferral / active EE | $4,501 | $4,957-9.2% | $4,370+3.0% | $5,982-24.8% |
| Admin fee / account holder | $415 | $7,245-94.3% | $5,945-93.0% | $11,246-96.3% |