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 | $36,903 | $144,119-74.4% | $117,854-68.7% | $147,584-75.0% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 21.57% | 531.15%-509.6pp | 335.08%-313.5pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,229 | $4,896-74.9% | $3,786-67.5% | $4,876-74.8% |
| Participant deferral / active EE | $3,493 | $5,316-34.3% | $4,482-22.1% | $5,439-35.8% |
| Admin fee / account holder | $1,700 | $10,886-84.4% | $8,020-78.8% | $10,885-84.4% |