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 | $10,718 | $58,208-81.6% | $81,812-86.9% | $80,856-86.7% |
| Participation rate | 55.6% | 63.4%-7.9pp | 72.3%-16.8pp | 67.6%-12.1pp |
| Annual return | 11.47% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $659 | $2,340-71.9% | $2,912-77.4% | $2,755-76.1% |
| Participant deferral / active EE | $2,035 | $3,281-38.0% | $4,319-52.9% | $4,296-52.6% |
| Admin fee / account holder | $1,920 | $4,981-61.5% | $7,386-74.0% | $6,918-72.2% |