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 | $41,571 | $107,334-61.3% | $92,893-55.2% | $152,861-72.8% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 23.29% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,442 | $4,221-65.8% | $3,653-60.5% | $4,762-69.7% |
| Participant deferral / active EE | $3,453 | $4,845-28.7% | $4,236-18.5% | $5,850-41.0% |
| Admin fee / account holder | $924 | $7,079-86.9% | $5,794-84.1% | $11,596-92.0% |