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 | $40,577 | $133,922-69.7% | $116,228-65.1% | $142,382-71.5% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.6%-20.4pp | 80.1%-26.0pp |
| Annual return | 16.19% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,565 | $3,446-54.6% | $2,994-47.8% | $4,299-63.6% |
| Participant deferral / active EE | $3,047 | $5,672-46.3% | $4,953-38.5% | $6,507-53.2% |
| Admin fee / account holder | $566 | $14,945-96.2% | $11,989-95.3% | $12,624-95.5% |