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 | $37,387 | $48,230-22.5% | $67,502-44.6% | $80,856-53.8% |
| Participation rate | 61.3% | 66.4%-5.0pp | 72.9%-11.5pp | 67.6%-6.3pp |
| Annual return | 18.28% | 18.28%0pp | 3512.12%-3493.8pp | 35.59%-17.3pp |
| Employer contribution / active EE | $577 | $2,020-71.4% | $2,731-78.9% | $2,755-79.0% |
| Participant deferral / active EE | $4,292 | $2,924+46.8% | $4,000+7.3% | $4,296-0.1% |
| Admin fee / account holder | $756 | $3,681-79.5% | $3,998-81.1% | $6,918-89.1% |