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 | $62,166 | $99,079-37.3% | $77,999-20.3% | $273,961-77.3% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.5%-55.5pp | 83.0%-63.0pp |
| Annual return | 5.88% | 217.93%-212.0pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $572 | $3,308-82.7% | $2,470-76.9% | $4,869-88.3% |
| Participant deferral / active EE | $3,115 | $4,306-27.7% | $3,497-10.9% | $5,287-41.1% |
| Admin fee / account holder | $328 | $8,954-96.3% | $5,480-94.0% | $10,132-96.8% |