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 | $62,721 | $112,881-44.4% | $90,951-31.0% | $158,922-60.5% |
| Participation rate | 52.6% | 74.7%-22.1pp | 69.0%-16.4pp | 82.0%-29.3pp |
| Annual return | 16.54% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $725 | $2,893-75.0% | $2,122-65.8% | $4,761-84.8% |
| Participant deferral / active EE | $2,090 | $4,128-49.4% | $3,373-38.0% | $5,982-65.1% |
| Admin fee / account holder | $737 | $8,041-90.8% | $5,959-87.6% | $11,246-93.4% |