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 | $29,703 | $124,319-76.1% | $111,297-73.3% | $167,490-82.3% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 9.81% | 37.44%-27.6pp | 54.65%-44.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $909 | $3,435-73.5% | $2,731-66.7% | $4,837-81.2% |
| Participant deferral / active EE | $3,195 | $5,180-38.3% | $4,487-28.8% | $6,341-49.6% |
| Admin fee / account holder | $827 | $10,618-92.2% | $7,964-89.6% | $12,309-93.3% |