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 | $49,695 | $107,934-54.0% | $91,989-46.0% | $152,861-67.5% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.4%-42.4pp |
| Annual return | 43.35% | 89.24%-45.9pp | 69.02%-25.7pp | 345.32%-302.0pp |
| Employer contribution / active EE | $2,028 | $4,210-51.8% | $3,452-41.2% | $4,762-57.4% |
| Participant deferral / active EE | $2,276 | $6,364-64.2% | $5,923-61.6% | $5,850-61.1% |
| Admin fee / account holder | $1,886 | $10,520-82.1% | $7,743-75.6% | $11,596-83.7% |