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 | $153,077 | $81,632+87.5% | $70,449+117.3% | $158,922-3.7% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 20.55% | 208.40%-187.9pp | 109.03%-88.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $784 | $3,217-75.6% | $2,737-71.4% | $4,761-83.5% |
| Participant deferral / active EE | $2,181 | $4,554-52.1% | $3,709-41.2% | $5,982-63.5% |
| Admin fee / account holder | $726 | $6,193-88.3% | $3,845-81.1% | $11,246-93.5% |