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 | $96,866 | $72,071+34.4% | $68,368+41.7% | $137,256-29.4% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.0%-36.2pp |
| Annual return | 15.36% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $838 | $2,788-69.9% | $2,649-68.4% | $4,156-79.8% |
| Participant deferral / active EE | $3,251 | $4,410-26.3% | $4,123-21.1% | $6,407-49.3% |
| Admin fee / account holder | $3,805 | $5,336-28.7% | $5,150-26.1% | $12,270-69.0% |