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 | $54,858 | $105,859-48.2% | $90,160-39.2% | $147,584-62.8% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 24.52% | 37.63%-13.1pp | 34.88%-10.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,769 | $4,126-57.1% | $3,318-46.7% | $4,876-63.7% |
| Participant deferral / active EE | $2,777 | $5,733-51.6% | $5,288-47.5% | $5,439-48.9% |
| Admin fee / account holder | $326 | $8,046-95.9% | $5,943-94.5% | $10,885-97.0% |