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 | $49,331 | $118,680-58.4% | $98,907-50.1% | $158,922-69.0% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 20.68% | 372.35%-351.7pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,696 | $3,333-49.1% | $2,689-36.9% | $4,761-64.4% |
| Participant deferral / active EE | $2,305 | $5,088-54.7% | $4,244-45.7% | $5,982-61.5% |
| Admin fee / account holder | $420 | $10,131-95.9% | $6,642-93.7% | $11,246-96.3% |