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 | $68,362 | $97,757-30.1% | $83,848-18.5% | $135,375-49.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | 6.77% | 1287.37%-1280.6pp | 850.88%-844.1pp | 519.73%-513.0pp |
| Employer contribution / active EE | $1,527 | $4,222-63.8% | $3,631-57.9% | $4,779-68.0% |
| Participant deferral / active EE | $1,424 | $4,682-69.6% | $4,082-65.1% | $5,609-74.6% |
| Admin fee / account holder | $3,177 | $6,674-52.4% | $5,478-42.0% | $10,827-70.7% |