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 | $82,821 | $111,724-25.9% | $93,606-11.5% | $145,922-43.2% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 13.58% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $925 | $3,090-70.1% | $2,420-61.8% | $4,660-80.2% |
| Participant deferral / active EE | $2,266 | $4,912-53.9% | $4,411-48.6% | $6,688-66.1% |
| Admin fee / account holder | $698 | $10,250-93.2% | $8,285-91.6% | $13,397-94.8% |