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 | $57,712 | $72,071-19.9% | $68,368-15.6% | $137,256-58.0% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 16.98% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $908 | $2,788-67.4% | $2,649-65.7% | $4,156-78.2% |
| Participant deferral / active EE | $2,383 | $4,410-46.0% | $4,123-42.2% | $6,407-62.8% |
| Admin fee / account holder | $990 | $5,336-81.5% | $5,150-80.8% | $12,270-91.9% |