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 | $45,403 | $172,478-73.7% | $145,661-68.8% | $142,382-68.1% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.2%-8.0pp | 80.1%-10.9pp |
| Annual return | 16.98% | 151.09%-134.1pp | 101.46%-84.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,409 | $4,899-71.2% | $4,238-66.7% | $4,299-67.2% |
| Participant deferral / active EE | $3,791 | $8,348-54.6% | $7,198-47.3% | $6,507-41.7% |
| Admin fee / account holder | $700 | $16,864-95.9% | $12,466-94.4% | $12,624-94.5% |