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 | $67,726 | $232,540-70.9% | $185,117-63.4% | $147,584-54.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 17.42% | 43.03%-25.6pp | 40.50%-23.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $989 | $5,195-81.0% | $4,182-76.3% | $4,876-79.7% |
| Participant deferral / active EE | $2,809 | $5,834-51.8% | $5,045-44.3% | $5,439-48.4% |
| Admin fee / account holder | $860 | $10,275-91.6% | $8,159-89.5% | $10,885-92.1% |