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 | $37,401 | $107,334-65.2% | $92,893-59.7% | $152,861-75.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 15.12% | 145.58%-130.5pp | 109.41%-94.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $982 | $4,221-76.7% | $3,653-73.1% | $4,762-79.4% |
| Participant deferral / active EE | $4,713 | $4,845-2.7% | $4,236+11.3% | $5,850-19.4% |
| Admin fee / account holder | $1,077 | $7,079-84.8% | $5,794-81.4% | $11,596-90.7% |