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 | $42,608 | $74,888-43.1% | $71,209-40.2% | $142,382-70.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 18.98% | 345.14%-326.2pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,038 | $2,854+76.5% | $2,721+85.2% | $4,299+17.2% |
| Participant deferral / active EE | $8,374 | $4,454+88.0% | $4,175+100.6% | $6,507+28.7% |
| Admin fee / account holder | $2,988 | $5,568-46.3% | $5,349-44.1% | $12,624-76.3% |