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 | $58,299 | $95,416-38.9% | $185,823-68.6% | $85,850-32.1% |
| Participation rate | 40.6% | 68.8%-28.1pp | 81.7%-41.1pp | 69.3%-28.7pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $696 | $3,314-79.0% | $5,167-86.5% | $2,565-72.9% |
| Participant deferral / active EE | $1,373 | $3,423-59.9% | $5,568-75.3% | $3,952-65.2% |
| Admin fee / account holder | $870 | $7,213-87.9% | $16,237-94.6% | $6,260-86.1% |