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 | $40,966 | $226,064-81.9% | $182,532-77.6% | $152,861-73.2% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.4%-57.4pp |
| Annual return | 21.67% | 192.51%-170.8pp | 148.54%-126.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $510 | $4,978-89.8% | $4,076-87.5% | $4,762-89.3% |
| Participant deferral / active EE | $1,339 | $6,368-79.0% | $5,524-75.8% | $5,850-77.1% |
| Admin fee / account holder | $1,555 | $10,703-85.5% | $8,592-81.9% | $11,596-86.6% |