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 | $72,452 | $176,377-58.9% | $134,143-46.0% | $158,922-54.4% |
| Participation rate | 58.3% | 78.7%-20.4pp | 72.2%-13.8pp | 82.0%-23.6pp |
| Annual return | 27.05% | 63.63%-36.6pp | 36.33%-9.3pp | 302.83%-275.8pp |
| Employer contribution / active EE | $291 | $5,040-94.2% | $3,704-92.1% | $4,761-93.9% |
| Participant deferral / active EE | $4,019 | $4,091-1.8% | $3,499+14.9% | $5,982-32.8% |
| Admin fee / account holder | $471 | $8,718-94.6% | $6,684-93.0% | $11,246-95.8% |