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 | $85,590 | $118,849-28.0% | $96,562-11.4% | $167,490-48.9% |
| Participation rate | 61.1% | 75.5%-14.4pp | 69.8%-8.7pp | 82.1%-21.0pp |
| Annual return | 15.80% | 50.49%-34.7pp | 37.78%-22.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $901 | $3,120-71.1% | $2,356-61.8% | $4,837-81.4% |
| Participant deferral / active EE | $4,762 | $4,616+3.2% | $3,849+23.7% | $6,341-24.9% |
| Admin fee / account holder | $1,227 | $8,065-84.8% | $6,181-80.1% | $12,309-90.0% |