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 | $37,481 | $215,361-82.6% | $171,082-78.1% | $273,961-86.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 7.46% | 25.14%-17.7pp | 32.56%-25.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,220 | $4,967-75.4% | $4,002-69.5% | $4,869-74.9% |
| Participant deferral / active EE | $6,213 | $5,543+12.1% | $4,797+29.5% | $5,287+17.5% |
| Admin fee / account holder | $370 | $10,846-96.6% | $8,520-95.7% | $10,132-96.3% |