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 | $44,363 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 21.58% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,404 | $5,103-72.5% | $4,644-69.8% | $4,761-70.5% |
| Participant deferral / active EE | $7,302 | $7,181+1.7% | $6,842+6.7% | $5,982+22.1% |
| Admin fee / account holder | $2,180 | $10,807-79.8% | $9,309-76.6% | $11,246-80.6% |