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 | $14,144 | $109,327-87.1% | $89,391-84.2% | $158,922-91.1% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.0%+0.8pp | 82.0%-13.2pp |
| Annual return | 14.54% | 345.68%-331.1pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,244 | $3,170-60.8% | $2,586-51.9% | $4,761-73.9% |
| Participant deferral / active EE | $1,498 | $4,598-67.4% | $3,890-61.5% | $5,982-75.0% |
| Admin fee / account holder | $2,319 | $6,153-62.3% | $4,881-52.5% | $11,246-79.4% |