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 | $84,899 | $115,770-26.7% | $101,248-16.1% | $158,922-46.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 13.25% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $830 | $4,175-80.1% | $3,660-77.3% | $4,761-82.6% |
| Participant deferral / active EE | $2,886 | $4,957-41.8% | $4,370-34.0% | $5,982-51.8% |
| Admin fee / account holder | $2,019 | $7,245-72.1% | $5,945-66.0% | $11,246-82.0% |