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 5-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 | $41,843 | $111,754-62.6% | $103,333-59.5% | $145,922-71.3% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 15.42% | 24.77%-9.3pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,366 | $4,212-67.6% | $3,868-64.7% | $4,660-70.7% |
| Participant deferral / active EE | $3,760 | $5,619-33.1% | $5,057-25.7% | $6,688-43.8% |
| Admin fee / account holder | $414 | $9,750-95.8% | $8,355-95.0% | $13,397-96.9% |