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 | $50,553 | $105,181-51.9% | $159,436-68.3% | $85,850-41.1% |
| Participation rate | 29.6% | 75.8%-46.1pp | 82.8%-53.2pp | 69.3%-39.7pp |
| Annual return | 17.07% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $751 | $3,318-77.4% | $4,829-84.5% | $2,565-70.7% |
| Participant deferral / active EE | $3,417 | $5,945-42.5% | $7,352-53.5% | $3,952-13.5% |
| Admin fee / account holder | $9,523 | $6,933+37.4% | $10,799-11.8% | $6,260+52.1% |