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 | $55,910 | $114,381-51.1% | $107,525-48.0% | $142,382-60.7% |
| Participation rate | 60.9% | 78.1%-17.3pp | 75.1%-14.2pp | 80.1%-19.3pp |
| Annual return | 15.21% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,669 | $4,015-58.4% | $3,754-55.5% | $4,299-61.2% |
| Participant deferral / active EE | $3,060 | $5,564-45.0% | $5,116-40.2% | $6,507-53.0% |
| Admin fee / account holder | $4,399 | $9,860-55.4% | $8,919-50.7% | $12,624-65.2% |