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 | $28,577 | $102,966-72.2% | $90,281-68.3% | $152,861-81.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 22.34% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $740 | $3,139-76.4% | $2,854-74.1% | $4,762-84.5% |
| Participant deferral / active EE | $2,978 | $4,281-30.4% | $3,885-23.4% | $5,850-49.1% |
| Admin fee / account holder | $2,335 | $6,171-62.2% | $5,351-56.4% | $11,596-79.9% |