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 | $56,068 | $27,915+100.9% | $58,482-4.1% | $75,163-25.4% |
| Participation rate | 36.6% | 38.8%-2.2pp | 50.9%-14.2pp | 67.2%-30.6pp |
| Annual return | 21.10% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $400 | $669-40.3% | $1,053-62.1% | $2,670-85.0% |
| Participant deferral / active EE | $1,159 | $1,201-3.5% | $1,924-39.8% | $4,125-71.9% |
| Admin fee / account holder | $615 | $1,726-64.4% | $2,516-75.5% | $5,651-89.1% |