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 | $44,375 | $118,680-62.6% | $98,907-55.1% | $158,922-72.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 17.19% | 372.35%-355.2pp | 196.43%-179.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,140 | $3,333-65.8% | $2,689-57.6% | $4,761-76.0% |
| Participant deferral / active EE | $1,484 | $5,088-70.8% | $4,244-65.0% | $5,982-75.2% |
| Admin fee / account holder | $7,579 | $10,131-25.2% | $6,642+14.1% | $11,246-32.6% |