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 | $47,142 | $149,734-68.5% | $118,925-60.4% | $158,922-70.3% |
| Participation rate | 68.4% | 82.1%-13.7pp | 75.4%-7.0pp | 82.0%-13.5pp |
| Annual return | 17.43% | 19.95%-2.5pp | 35.88%-18.4pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,452 | $4,115-64.7% | $3,263-55.5% | $4,761-69.5% |
| Participant deferral / active EE | $3,842 | $5,223-26.4% | $4,265-9.9% | $5,982-35.8% |
| Admin fee / account holder | $542 | $8,603-93.7% | $6,581-91.8% | $11,246-95.2% |