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 | $47,011 | $74,888-37.2% | $71,209-34.0% | $142,382-67.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 13.97% | 345.14%-331.2pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $731 | $2,854-74.4% | $2,721-73.1% | $4,299-83.0% |
| Participant deferral / active EE | $1,474 | $4,454-66.9% | $4,175-64.7% | $6,507-77.3% |
| Admin fee / account holder | $1,313 | $5,568-76.4% | $5,349-75.5% | $12,624-89.6% |