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 | $47,779 | $109,327-56.3% | $89,391-46.6% | $158,922-69.9% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 17.56% | 345.68%-328.1pp | 245.62%-228.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,314 | $3,170-58.6% | $2,586-49.2% | $4,761-72.4% |
| Participant deferral / active EE | $2,312 | $4,598-49.7% | $3,890-40.6% | $5,982-61.4% |
| Admin fee / account holder | $2,041 | $6,153-66.8% | $4,881-58.2% | $11,246-81.9% |