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 | $77,905 | $49,173+58.4% | $121,098-35.7% | $75,163+3.6% |
| Participation rate | 42.9% | 55.4%-12.5pp | 69.5%-26.6pp | 67.2%-24.3pp |
| Annual return | 15.84% | 55.99%-40.2pp | 985.75%-969.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $624 | $1,546-59.6% | $4,164-85.0% | $2,670-76.6% |
| Participant deferral / active EE | $1,512 | $2,628-42.5% | $4,080-62.9% | $4,125-63.3% |
| Admin fee / account holder | $766 | $3,942-80.6% | $5,644-86.4% | $5,651-86.5% |