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 | $62,810 | $124,281-49.5% | $109,143-42.5% | $167,490-62.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 16.85% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $798 | $4,207-81.0% | $3,722-78.6% | $4,837-83.5% |
| Participant deferral / active EE | $2,797 | $5,255-46.8% | $4,653-39.9% | $6,341-55.9% |
| Admin fee / account holder | $4,631 | $7,970-41.9% | $6,752-31.4% | $12,309-62.4% |