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 | $69,620 | $133,922-48.0% | $116,228-40.1% | $142,382-51.1% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 19.76% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,347 | $3,446-60.9% | $2,994-55.0% | $4,299-68.7% |
| Participant deferral / active EE | $2,794 | $5,672-50.7% | $4,953-43.6% | $6,507-57.1% |
| Admin fee / account holder | $445 | $14,945-97.0% | $11,989-96.3% | $12,624-96.5% |