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 | $42,072 | $63,346-33.6% | $92,233-54.4% | $70,131-40.0% |
| Participation rate | 64.6% | 68.7%-4.1pp | 76.5%-11.9pp | 69.5%-5.0pp |
| Annual return | 14.59% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $774 | $2,471-68.7% | $3,679-79.0% | $2,342-67.0% |
| Participant deferral / active EE | $1,987 | $2,854-30.4% | $3,897-49.0% | $3,332-40.4% |
| Admin fee / account holder | $379 | $3,840-90.1% | $5,194-92.7% | $4,645-91.8% |