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 | $73,191 | $107,334-31.8% | $92,893-21.2% | $152,861-52.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 16.64% | 145.58%-128.9pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $997 | $4,221-76.4% | $3,653-72.7% | $4,762-79.1% |
| Participant deferral / active EE | $1,736 | $4,845-64.2% | $4,236-59.0% | $5,850-70.3% |
| Admin fee / account holder | $1,813 | $7,079-74.4% | $5,794-68.7% | $11,596-84.4% |