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 | $19,418 | $84,696-77.1% | $75,696-74.3% | $167,490-88.4% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.8%-5.6pp | 82.1%-12.9pp |
| Annual return | 19.36% | 199.36%-180.0pp | 104.53%-85.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $471 | $3,230-85.4% | $2,743-82.8% | $4,837-90.3% |
| Participant deferral / active EE | $2,160 | $4,580-52.8% | $3,821-43.5% | $6,341-65.9% |
| Admin fee / account holder | $306 | $5,355-94.3% | $3,619-91.5% | $12,309-97.5% |