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 | $53,646 | $165,335-67.6% | $149,696-64.2% | $158,922-66.2% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 18.21% | 348.15%-329.9pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,594 | $5,103-68.8% | $4,644-65.7% | $4,761-66.5% |
| Participant deferral / active EE | $4,417 | $7,181-38.5% | $6,842-35.4% | $5,982-26.2% |
| Admin fee / account holder | $463 | $10,807-95.7% | $9,309-95.0% | $11,246-95.9% |