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 | $74,494 | $96,635-22.9% | $86,612-14.0% | $139,434-46.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 15.45% | 106.41%-91.0pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,315 | $3,263-59.7% | $3,022-56.5% | $4,751-72.3% |
| Participant deferral / active EE | $1,936 | $4,836-60.0% | $4,438-56.4% | $6,710-71.1% |
| Admin fee / account holder | $749 | $6,408-88.3% | $5,614-86.7% | $11,403-93.4% |