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 | $32,733 | $96,635-66.1% | $86,612-62.2% | $139,434-76.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.48% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,109 | $3,263-66.0% | $3,022-63.3% | $4,751-76.7% |
| Participant deferral / active EE | $2,058 | $4,836-57.4% | $4,438-53.6% | $6,710-69.3% |
| Admin fee / account holder | $397 | $6,408-93.8% | $5,614-92.9% | $11,403-96.5% |