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 | $50,565 | $81,632-38.1% | $70,449-28.2% | $158,922-68.2% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 19.90% | 208.40%-188.5pp | 109.03%-89.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,222 | $3,217-62.0% | $2,737-55.3% | $4,761-74.3% |
| Participant deferral / active EE | $3,029 | $4,554-33.5% | $3,709-18.3% | $5,982-49.4% |
| Admin fee / account holder | $1,259 | $6,193-79.7% | $3,845-67.3% | $11,246-88.8% |