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 | $55,981 | $58,208-3.8% | $81,812-31.6% | $80,856-30.8% |
| Participation rate | 51.9% | 63.4%-11.5pp | 72.3%-20.4pp | 67.6%-15.7pp |
| Annual return | 14.10% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $365 | $2,340-84.4% | $2,912-87.5% | $2,755-86.8% |
| Participant deferral / active EE | $1,819 | $3,281-44.6% | $4,319-57.9% | $4,296-57.7% |
| Admin fee / account holder | $989 | $4,981-80.1% | $7,386-86.6% | $6,918-85.7% |