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 | $38,676 | $58,927-34.4% | $76,817-49.7% | $72,985-47.0% |
| Participation rate | 66.7% | 67.3%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 22.14% | 2305.64%-2283.5pp | 1166.11%-1144.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $519 | $1,787-70.9% | $2,302-77.5% | $2,440-78.7% |
| Participant deferral / active EE | $1,876 | $2,690-30.3% | $3,336-43.8% | $3,607-48.0% |
| Admin fee / account holder | $3,283 | $4,013-18.2% | $6,420-48.9% | $5,124-35.9% |