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 | $59,231 | $148,534-60.1% | $135,903-56.4% | $139,434-57.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 23.26% | 79.19%-55.9pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,665 | $5,243-68.2% | $4,856-65.7% | $4,751-65.0% |
| Participant deferral / active EE | $6,147 | $8,100-24.1% | $7,758-20.8% | $6,710-8.4% |
| Admin fee / account holder | $342 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |