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 | $73,714 | $106,890-31.0% | $84,015-12.3% | $152,861-51.8% |
| Participation rate | 29.2% | 75.2%-46.1pp | 69.0%-39.8pp | 82.4%-53.3pp |
| Annual return | 24.56% | 104.99%-80.4pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $725 | $2,734-73.5% | $1,983-63.5% | $4,762-84.8% |
| Participant deferral / active EE | $1,715 | $4,011-57.3% | $3,239-47.1% | $5,850-70.7% |
| Admin fee / account holder | $1,132 | $8,285-86.3% | $6,101-81.4% | $11,596-90.2% |