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 | $41,995 | $165,335-74.6% | $149,696-71.9% | $158,922-73.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 30.19% | 348.15%-318.0pp | 276.60%-246.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,990 | $5,103-61.0% | $4,644-57.1% | $4,761-58.2% |
| Participant deferral / active EE | $4,110 | $7,181-42.8% | $6,842-39.9% | $5,982-31.3% |
| Admin fee / account holder | $396 | $10,807-96.3% | $9,309-95.7% | $11,246-96.5% |