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 | $35,156 | $144,119-75.6% | $117,854-70.2% | $147,584-76.2% |
| Participation rate | 68.2% | 83.4%-15.2pp | 79.7%-11.5pp | 82.8%-14.6pp |
| Annual return | 22.68% | 531.15%-508.5pp | 335.08%-312.4pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,697 | $4,896-65.3% | $3,786-55.2% | $4,876-65.2% |
| Participant deferral / active EE | $2,400 | $5,316-54.8% | $4,482-46.4% | $5,439-55.9% |
| Admin fee / account holder | $385 | $10,886-96.5% | $8,020-95.2% | $10,885-96.5% |