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 | $26,351 | $121,625-78.3% | $104,607-74.8% | $158,922-83.4% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 18.62% | 465.26%-446.6pp | 340.46%-321.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $920 | $3,163-70.9% | $2,681-65.7% | $4,761-80.7% |
| Participant deferral / active EE | $2,336 | $4,177-44.1% | $3,740-37.5% | $5,982-61.0% |
| Admin fee / account holder | $724 | $7,787-90.7% | $6,473-88.8% | $11,246-93.6% |