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 | $61,433 | $152,587-59.7% | $125,175-50.9% | $152,861-59.8% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.4%-38.0pp |
| Annual return | 19.85% | 54.84%-35.0pp | 43.79%-23.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,121 | $4,946-77.3% | $3,865-71.0% | $4,762-76.5% |
| Participant deferral / active EE | $4,928 | $5,868-16.0% | $4,937-0.2% | $5,850-15.8% |
| Admin fee / account holder | $360 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |