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 | $60,374 | $109,982-45.1% | $97,226-37.9% | $145,922-58.6% |
| Participation rate | 55.0% | 75.9%-20.9pp | 72.7%-17.7pp | 80.3%-25.3pp |
| Annual return | 9.65% | 242.90%-233.3pp | 75.13%-65.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $646 | $3,084-79.0% | $2,729-76.3% | $4,660-86.1% |
| Participant deferral / active EE | $1,050 | $4,676-77.6% | $4,264-75.4% | $6,688-84.3% |
| Admin fee / account holder | $5,500 | $6,221-11.6% | $5,654-2.7% | $13,397-58.9% |