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 | $88,211 | $116,175-24.1% | $93,606-5.8% | $152,861-42.3% |
| Participation rate | 30.8% | 78.0%-47.3pp | 75.8%-45.1pp | 82.4%-51.7pp |
| Annual return | 18.68% | 35.96%-17.3pp | 32.76%-14.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $745 | $3,218-76.8% | $2,718-72.6% | $4,762-84.4% |
| Participant deferral / active EE | $2,306 | $4,603-49.9% | $4,069-43.3% | $5,850-60.6% |
| Admin fee / account holder | $471 | $10,748-95.6% | $7,888-94.0% | $11,596-95.9% |