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 | $59,137 | $106,890-44.7% | $84,015-29.6% | $152,861-61.3% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 17.46% | 104.99%-87.5pp | 71.31%-53.8pp | 345.32%-327.9pp |
| Employer contribution / active EE | $530 | $2,734-80.6% | $1,983-73.3% | $4,762-88.9% |
| Participant deferral / active EE | $1,762 | $4,011-56.1% | $3,239-45.6% | $5,850-69.9% |
| Admin fee / account holder | $462 | $8,285-94.4% | $6,101-92.4% | $11,596-96.0% |