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 | $80,651 | $99,652-19.1% | $78,778+2.4% | $147,584-45.4% |
| Participation rate | 18.8% | 76.2%-57.5pp | 69.2%-50.4pp | 82.8%-64.1pp |
| Annual return | 15.35% | 47.28%-31.9pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $340 | $2,796-87.9% | $1,986-82.9% | $4,876-93.0% |
| Participant deferral / active EE | $2,825 | $3,664-22.9% | $2,958-4.5% | $5,439-48.1% |
| Admin fee / account holder | $425 | $7,155-94.1% | $5,134-91.7% | $10,885-96.1% |