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 | $61,535 | $115,770-46.8% | $101,248-39.2% | $158,922-61.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.19% | 56.14%-47.0pp | 46.47%-37.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $985 | $4,175-76.4% | $3,660-73.1% | $4,761-79.3% |
| Participant deferral / active EE | $2,093 | $4,957-57.8% | $4,370-52.1% | $5,982-65.0% |
| Admin fee / account holder | $851 | $7,245-88.3% | $5,945-85.7% | $11,246-92.4% |