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 | $21,233 | $77,145-72.5% | $108,410-80.4% | $85,850-75.3% |
| Participation rate | 43.8% | 74.7%-30.9pp | 80.1%-36.4pp | 69.3%-25.6pp |
| Annual return | 14.89% | 44.54%-29.6pp | 905.27%-890.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,225 | $2,379-48.5% | $3,558-65.6% | $2,565-52.3% |
| Participant deferral / active EE | $2,530 | $5,566-54.5% | $6,563-61.4% | $3,952-36.0% |
| Admin fee / account holder | $381 | $5,172-92.6% | $7,295-94.8% | $6,260-93.9% |