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 | $64,449 | $65,365-1.4% | $92,893-30.6% | $72,985-11.7% |
| Participation rate | 25.0% | 68.3%-43.3pp | 76.0%-51.0pp | 69.5%-44.5pp |
| Annual return | 36.32% | 42.10%-5.8pp | 109.41%-73.1pp | 81.00%-44.7pp |
| Employer contribution / active EE | $742 | $2,594-71.4% | $3,653-79.7% | $2,440-69.6% |
| Participant deferral / active EE | $1,630 | $3,128-47.9% | $4,236-61.5% | $3,607-54.8% |
| Admin fee / account holder | $2,222 | $4,251-47.7% | $5,794-61.6% | $5,124-56.6% |