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 | $64,531 | $165,335-61.0% | $149,696-56.9% | $158,922-59.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 28.65% | 348.15%-319.5pp | 276.60%-247.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,267 | $5,103-75.2% | $4,644-72.7% | $4,761-73.4% |
| Participant deferral / active EE | $3,624 | $7,181-49.5% | $6,842-47.0% | $5,982-39.4% |
| Admin fee / account holder | $320 | $10,807-97.0% | $9,309-96.6% | $11,246-97.2% |