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 | $49,560 | $126,574-60.8% | $106,213-53.3% | $145,922-66.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.18% | 224.79%-216.6pp | 116.14%-108.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $844 | $3,730-77.4% | $3,171-73.4% | $4,660-81.9% |
| Participant deferral / active EE | $2,565 | $5,724-55.2% | $5,016-48.9% | $6,688-61.6% |
| Admin fee / account holder | $950 | $17,304-94.5% | $11,033-91.4% | $13,397-92.9% |