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 | $53,820 | $109,327-50.8% | $89,391-39.8% | $158,922-66.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 10.19% | 345.68%-335.5pp | 245.62%-235.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,108 | $3,170-65.0% | $2,586-57.1% | $4,761-76.7% |
| Participant deferral / active EE | $2,418 | $4,598-47.4% | $3,890-37.8% | $5,982-59.6% |
| Admin fee / account holder | $4,836 | $6,153-21.4% | $4,881-0.9% | $11,246-57.0% |