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 | $44,160 | $96,635-54.3% | $86,612-49.0% | $139,434-68.3% |
| Participation rate | 36.8% | 74.4%-37.6pp | 71.7%-34.9pp | 80.3%-43.5pp |
| Annual return | 18.97% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $919 | $3,263-71.8% | $3,022-69.6% | $4,751-80.7% |
| Participant deferral / active EE | $1,989 | $4,836-58.9% | $4,438-55.2% | $6,710-70.4% |
| Admin fee / account holder | $731 | $6,408-88.6% | $5,614-87.0% | $11,403-93.6% |