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 | $50,052 | $126,574-60.5% | $106,213-52.9% | $145,922-65.7% |
| Participation rate | 40.9% | 77.6%-36.7pp | 75.3%-34.4pp | 80.3%-39.4pp |
| Annual return | 13.20% | 224.79%-211.6pp | 116.14%-102.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,108 | $3,730-70.3% | $3,171-65.1% | $4,660-76.2% |
| Participant deferral / active EE | $1,713 | $5,724-70.1% | $5,016-65.8% | $6,688-74.4% |
| Admin fee / account holder | $527 | $17,304-97.0% | $11,033-95.2% | $13,397-96.1% |