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 | $88,528 | $72,071+22.8% | $68,368+29.5% | $137,256-35.5% |
| Participation rate | 30.4% | 76.2%-45.8pp | 73.8%-43.3pp | 80.0%-49.5pp |
| Annual return | 14.11% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $639 | $2,788-77.1% | $2,649-75.9% | $4,156-84.6% |
| Participant deferral / active EE | $1,398 | $4,410-68.3% | $4,123-66.1% | $6,407-78.2% |
| Admin fee / account holder | $829 | $5,336-84.5% | $5,150-83.9% | $12,270-93.2% |