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 | $44,081 | $80,753-45.4% | $136,294-67.7% | $62,292-29.2% |
| Participation rate | 64.0% | 73.5%-9.6pp | 81.9%-18.0pp | 69.5%-5.6pp |
| Annual return | 21.30% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $3,152 | $2,884+9.3% | $4,695-32.9% | $2,042+54.4% |
| Participant deferral / active EE | $5,263 | $5,164+1.9% | $6,247-15.8% | $3,169+66.1% |
| Admin fee / account holder | $1,334 | $525+153.9% | $9,243-85.6% | $479+178.3% |