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 | $48,263 | $96,484-50.0% | $75,886-36.4% | $152,861-68.4% |
| Participation rate | 68.8% | 76.2%-7.4pp | 69.3%-0.5pp | 82.4%-13.7pp |
| Annual return | 18.92% | 33.98%-15.1pp | 30.76%-11.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,189 | $3,309-64.1% | $2,500-52.4% | $4,762-75.0% |
| Participant deferral / active EE | $4,521 | $4,553-0.7% | $3,603+25.5% | $5,850-22.7% |
| Admin fee / account holder | $365 | $8,078-95.5% | $5,418-93.3% | $11,596-96.8% |