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 | $69,873 | $41,078+70.1% | $80,569-13.3% | $71,457-2.2% |
| Participation rate | 29.5% | 50.2%-20.7pp | 67.0%-37.5pp | 67.9%-38.4pp |
| Annual return | 16.01% | 38.45%-22.4pp | 935.43%-919.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $709 | $1,506-52.9% | $2,723-74.0% | $2,588-72.6% |
| Participant deferral / active EE | $1,692 | $2,699-37.3% | $4,447-62.0% | $4,289-60.6% |
| Admin fee / account holder | $656 | $1,840-64.3% | $5,377-87.8% | $1,587-58.6% |