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 | $58,604 | $91,037-35.6% | $71,671-18.2% | $147,584-60.3% |
| Participation rate | 56.3% | 76.1%-19.9pp | 68.7%-12.5pp | 82.8%-26.6pp |
| Annual return | 17.19% | 20.48%-3.3pp | 20.65%-3.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,657 | $3,327-50.2% | $2,460-32.6% | $4,876-66.0% |
| Participant deferral / active EE | $3,723 | $4,498-17.2% | $3,438+8.3% | $5,439-31.6% |
| Admin fee / account holder | $1,743 | $8,613-79.8% | $5,558-68.6% | $10,885-84.0% |