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 | $33,422 | $176,056-81.0% | $159,436-79.0% | $167,490-80.0% |
| Participation rate | 65.2% | 84.9%-19.7pp | 82.8%-17.6pp | 82.1%-16.9pp |
| Annual return | 19.66% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,148 | $5,297-40.6% | $4,829-34.8% | $4,837-34.9% |
| Participant deferral / active EE | $5,974 | $7,750-22.9% | $7,352-18.7% | $6,341-5.8% |
| Admin fee / account holder | $919 | $12,554-92.7% | $10,799-91.5% | $12,309-92.5% |