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 | $22,706 | $109,327-79.2% | $89,391-74.6% | $158,922-85.7% |
| Participation rate | 54.2% | 74.3%-20.1pp | 68.0%-13.8pp | 82.0%-27.8pp |
| Annual return | 11.74% | 345.68%-333.9pp | 245.62%-233.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $329 | $3,170-89.6% | $2,586-87.3% | $4,761-93.1% |
| Participant deferral / active EE | $1,441 | $4,598-68.7% | $3,890-63.0% | $5,982-75.9% |
| Admin fee / account holder | $2,053 | $6,153-66.6% | $4,881-57.9% | $11,246-81.7% |