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 | $54,915 | $112,881-51.4% | $90,951-39.6% | $158,922-65.4% |
| Participation rate | 65.2% | 74.7%-9.5pp | 69.0%-3.8pp | 82.0%-16.7pp |
| Annual return | 10.43% | 215.79%-205.4pp | 134.60%-124.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $707 | $2,893-75.6% | $2,122-66.7% | $4,761-85.2% |
| Participant deferral / active EE | $4,877 | $4,128+18.1% | $3,373+44.6% | $5,982-18.5% |
| Admin fee / account holder | $525 | $8,041-93.5% | $5,959-91.2% | $11,246-95.3% |