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 | $70,568 | $81,208-13.1% | $98,907-28.7% | $79,858-11.6% |
| Participation rate | 21.4% | 72.5%-51.1pp | 76.0%-54.6pp | 69.6%-48.2pp |
| Annual return | 15.65% | 60.99%-45.3pp | 196.43%-180.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $427 | $1,960-78.2% | $2,689-84.1% | $2,471-82.7% |
| Participant deferral / active EE | $1,466 | $3,265-55.1% | $4,244-65.5% | $3,740-60.8% |
| Admin fee / account holder | $417 | $6,013-93.1% | $6,642-93.7% | $5,306-92.1% |