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 | $65,484 | $54,705+19.7% | $71,209-8.0% | $84,808-22.8% |
| Participation rate | 23.7% | 64.1%-40.4pp | 73.8%-50.1pp | 68.3%-44.6pp |
| Annual return | 19.07% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $517 | $2,158-76.1% | $2,721-81.0% | $2,631-80.4% |
| Participant deferral / active EE | $1,392 | $3,030-54.1% | $4,175-66.7% | $4,212-67.0% |
| Admin fee / account holder | $567 | $4,863-88.3% | $5,349-89.4% | $7,344-92.3% |