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 | $83,430 | $228,332-63.5% | $185,823-55.1% | $158,922-47.5% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 47.51% | 40.80%+6.7pp | 35.95%+11.6pp | 302.83%-255.3pp |
| Employer contribution / active EE | $1,087 | $4,967-78.1% | $4,087-73.4% | $4,761-77.2% |
| Participant deferral / active EE | $2,558 | $6,415-60.1% | $5,632-54.6% | $5,982-57.2% |
| Admin fee / account holder | $1,071 | $11,864-91.0% | $9,500-88.7% | $11,246-90.5% |