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 | $65,380 | $107,934-39.4% | $91,989-28.9% | $152,861-57.2% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.4%-52.4pp |
| Annual return | 25.98% | 89.24%-63.3pp | 69.02%-43.0pp | 345.32%-319.3pp |
| Employer contribution / active EE | $712 | $4,210-83.1% | $3,452-79.4% | $4,762-85.0% |
| Participant deferral / active EE | $3,982 | $6,364-37.4% | $5,923-32.8% | $5,850-31.9% |
| Admin fee / account holder | $806 | $10,520-92.3% | $7,743-89.6% | $11,596-93.1% |