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 | $43,604 | $165,335-73.6% | $149,696-70.9% | $158,922-72.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.91% | 348.15%-324.2pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,471 | $5,103-51.6% | $4,644-46.8% | $4,761-48.1% |
| Participant deferral / active EE | $4,401 | $7,181-38.7% | $6,842-35.7% | $5,982-26.4% |
| Admin fee / account holder | $543 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |