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 | $60,414 | $183,519-67.1% | $155,509-61.2% | $145,922-58.6% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 11.83% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,250 | $5,313-76.5% | $4,672-73.3% | $4,660-73.2% |
| Participant deferral / active EE | $2,875 | $6,462-55.5% | $5,626-48.9% | $6,688-57.0% |
| Admin fee / account holder | $470 | $19,313-97.6% | $15,912-97.0% | $13,397-96.5% |