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 | $43,846 | $105,181-58.3% | $159,436-72.5% | $85,850-48.9% |
| Participation rate | 57.3% | 75.8%-18.5pp | 82.8%-25.5pp | 69.3%-12.0pp |
| Annual return | 32.69% | 45.07%-12.4pp | 263.57%-230.9pp | 318.53%-285.8pp |
| Employer contribution / active EE | $2,325 | $3,318-29.9% | $4,829-51.9% | $2,565-9.4% |
| Participant deferral / active EE | $3,912 | $5,945-34.2% | $7,352-46.8% | $3,952-1.0% |
| Admin fee / account holder | $604 | $6,933-91.3% | $10,799-94.4% | $6,260-90.4% |