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 | $43,956 | $144,119-69.5% | $117,854-62.7% | $147,584-70.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 13.19% | 531.15%-518.0pp | 335.08%-321.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,164 | $4,896-55.8% | $3,786-42.8% | $4,876-55.6% |
| Participant deferral / active EE | $7,346 | $5,316+38.2% | $4,482+63.9% | $5,439+35.1% |
| Admin fee / account holder | $953 | $10,886-91.2% | $8,020-88.1% | $10,885-91.2% |