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 | $44,055 | $884,045-95.0% | $453,369-90.3% | $167,490-73.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 78.0%-15.5pp | 82.1%-19.6pp |
| Annual return | 10.44% | 29.49%-19.0pp | 64.40%-54.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,400 | $5,538-74.7% | $4,070-65.6% | $4,837-71.1% |
| Participant deferral / active EE | $2,584 | $7,898-67.3% | $6,209-58.4% | $6,341-59.3% |
| Admin fee / account holder | $2,578 | $22,063-88.3% | $11,209-77.0% | $12,309-79.1% |