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 | $74,456 | $53,127+40.1% | $86,590-14.0% | $70,131+6.2% |
| Participation rate | 47.1% | 65.3%-18.2pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 15.66% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $525 | $2,068-74.6% | $2,839-81.5% | $2,342-77.6% |
| Participant deferral / active EE | $1,838 | $2,696-31.8% | $3,609-49.1% | $3,332-44.8% |
| Admin fee / account holder | $948 | $3,585-73.6% | $4,906-80.7% | $4,645-79.6% |