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 | $26,908 | $53,127-49.4% | $86,590-68.9% | $70,131-61.6% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 25.85% | 27.66%-1.8pp | 964.84%-939.0pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,631 | $2,068-21.1% | $2,839-42.6% | $2,342-30.4% |
| Participant deferral / active EE | $3,573 | $2,696+32.6% | $3,609-1.0% | $3,332+7.3% |
| Admin fee / account holder | $1,689 | $3,585-52.9% | $4,906-65.6% | $4,645-63.6% |