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 | $42,363 | $89,355-52.6% | $141,162-70.0% | $72,985-42.0% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 25.90% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,908 | $3,114-38.7% | $4,735-59.7% | $2,440-21.8% |
| Participant deferral / active EE | $4,037 | $5,418-25.5% | $6,709-39.8% | $3,607+11.9% |
| Admin fee / account holder | $1,357 | $5,958-77.2% | $10,261-86.8% | $5,124-73.5% |