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 | $35,398 | $84,696-58.2% | $75,696-53.2% | $167,490-78.9% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.8%-11.7pp | 82.1%-18.9pp |
| Annual return | 13.22% | 199.36%-186.1pp | 104.53%-91.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,043 | $3,230-67.7% | $2,743-62.0% | $4,837-78.4% |
| Participant deferral / active EE | $2,169 | $4,580-52.6% | $3,821-43.3% | $6,341-65.8% |
| Admin fee / account holder | $507 | $5,355-90.5% | $3,619-86.0% | $12,309-95.9% |