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 | $64,161 | $112,881-43.2% | $90,951-29.5% | $158,922-59.6% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 6.49% | 215.79%-209.3pp | 134.60%-128.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $957 | $2,893-66.9% | $2,122-54.9% | $4,761-79.9% |
| Participant deferral / active EE | $1,482 | $4,128-64.1% | $3,373-56.1% | $5,982-75.2% |
| Admin fee / account holder | $1,689 | $8,041-79.0% | $5,959-71.7% | $11,246-85.0% |