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 | $25,858 | $99,877-74.1% | $84,966-69.6% | $145,922-82.3% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 16.66% | 83.76%-67.1pp | 66.38%-49.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $890 | $3,231-72.4% | $2,727-67.3% | $4,660-80.9% |
| Participant deferral / active EE | $1,940 | $5,291-63.3% | $4,519-57.1% | $6,688-71.0% |
| Admin fee / account holder | $338 | $7,248-95.3% | $6,149-94.5% | $13,397-97.5% |