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 | $45,941 | $106,515-56.9% | $96,683-52.5% | $139,434-67.1% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 21.34% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,723 | $4,103-58.0% | $3,737-53.9% | $4,751-63.7% |
| Participant deferral / active EE | $5,572 | $5,454+2.2% | $4,878+14.2% | $6,710-17.0% |
| Admin fee / account holder | $1,044 | $7,877-86.7% | $6,730-84.5% | $11,403-90.8% |