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 | $51,017 | $107,334-52.5% | $92,893-45.1% | $152,861-66.6% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.4%-14.3pp |
| Annual return | 18.44% | 145.58%-127.1pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $884 | $4,221-79.1% | $3,653-75.8% | $4,762-81.4% |
| Participant deferral / active EE | $2,216 | $4,845-54.3% | $4,236-47.7% | $5,850-62.1% |
| Admin fee / account holder | $1,772 | $7,079-75.0% | $5,794-69.4% | $11,596-84.7% |