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 | $63,053 | $114,381-44.9% | $107,525-41.4% | $142,382-55.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 18.07% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,662 | $4,015-58.6% | $3,754-55.7% | $4,299-61.3% |
| Participant deferral / active EE | $2,184 | $5,564-60.7% | $5,116-57.3% | $6,507-66.4% |
| Admin fee / account holder | $968 | $9,860-90.2% | $8,919-89.1% | $12,624-92.3% |