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 | $40,519 | $107,934-62.5% | $91,989-56.0% | $152,861-73.5% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 28.87% | 89.24%-60.4pp | 69.02%-40.1pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,570 | $4,210-38.9% | $3,452-25.5% | $4,762-46.0% |
| Participant deferral / active EE | $4,563 | $6,364-28.3% | $5,923-23.0% | $5,850-22.0% |
| Admin fee / account holder | $373 | $10,520-96.5% | $7,743-95.2% | $11,596-96.8% |