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 | $41,144 | $152,587-73.0% | $125,175-67.1% | $152,861-73.1% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.4%-36.3pp |
| Annual return | 30.65% | 54.84%-24.2pp | 43.79%-13.1pp | 345.32%-314.7pp |
| Employer contribution / active EE | $983 | $4,946-80.1% | $3,865-74.6% | $4,762-79.4% |
| Participant deferral / active EE | $3,285 | $5,868-44.0% | $4,937-33.5% | $5,850-43.8% |
| Admin fee / account holder | $1,970 | $13,434-85.3% | $9,702-79.7% | $11,596-83.0% |