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 | $59,161 | $107,334-44.9% | $92,893-36.3% | $152,861-61.3% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 21.76% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $815 | $4,221-80.7% | $3,653-77.7% | $4,762-82.9% |
| Participant deferral / active EE | $1,702 | $4,845-64.9% | $4,236-59.8% | $5,850-70.9% |
| Admin fee / account holder | $610 | $7,079-91.4% | $5,794-89.5% | $11,596-94.7% |