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 | $57,390 | $47,105+21.8% | $68,368-16.1% | $67,986-15.6% |
| Participation rate | 37.1% | 51.8%-14.7pp | 73.8%-36.7pp | 57.2%-20.1pp |
| Annual return | 15.19% | 48.37%-33.2pp | 292.57%-277.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $963 | $1,859-48.2% | $2,649-63.7% | $2,019-52.3% |
| Participant deferral / active EE | $1,827 | $2,374-23.0% | $4,123-55.7% | $3,358-45.6% |
| Admin fee / account holder | $7,193 | $2,435+195.4% | $5,150+39.7% | $3,203+124.6% |