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 | $51,056 | $227,553-77.6% | $189,557-73.1% | $167,490-69.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 20.45% | 78.40%-58.0pp | 64.17%-43.7pp | 478.56%-458.1pp |
| Employer contribution / active EE | $990 | $5,316-81.4% | $4,412-77.6% | $4,837-79.5% |
| Participant deferral / active EE | $4,190 | $7,002-40.2% | $6,174-32.1% | $6,341-33.9% |
| Admin fee / account holder | $859 | $11,878-92.8% | $9,807-91.2% | $12,309-93.0% |