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 | $41,440 | $109,327-62.1% | $89,391-53.6% | $158,922-73.9% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.0%-48.0pp | 82.0%-62.0pp |
| Annual return | 26.21% | 345.68%-319.5pp | 245.62%-219.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $274 | $3,170-91.4% | $2,586-89.4% | $4,761-94.3% |
| Participant deferral / active EE | $1,149 | $4,598-75.0% | $3,890-70.5% | $5,982-80.8% |
| Admin fee / account holder | $1,270 | $6,153-79.4% | $4,881-74.0% | $11,246-88.7% |