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 | $60,717 | $112,096-45.8% | $95,952-36.7% | $158,922-61.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 16.99% | 171.09%-154.1pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,273 | $3,198-60.2% | $2,541-49.9% | $4,761-73.3% |
| Participant deferral / active EE | $2,958 | $4,784-38.2% | $4,167-29.0% | $5,982-50.6% |
| Admin fee / account holder | $500 | $10,130-95.1% | $6,795-92.6% | $11,246-95.6% |