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 | $105,378 | $165,335-36.3% | $149,696-29.6% | $158,922-33.7% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 43.96% | 348.15%-304.2pp | 276.60%-232.6pp | 302.83%-258.9pp |
| Employer contribution / active EE | $2,912 | $5,103-42.9% | $4,644-37.3% | $4,761-38.8% |
| Participant deferral / active EE | $4,643 | $7,181-35.3% | $6,842-32.1% | $5,982-22.4% |
| Admin fee / account holder | $2,209 | $10,807-79.6% | $9,309-76.3% | $11,246-80.4% |