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 | $65,554 | $90,348-27.4% | $75,972-13.7% | $145,922-55.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 15.33% | 620.88%-605.5pp | 359.55%-344.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,931 | $3,311-41.7% | $2,685-28.1% | $4,660-58.6% |
| Participant deferral / active EE | $3,746 | $5,162-27.4% | $4,255-12.0% | $6,688-44.0% |
| Admin fee / account holder | $411 | $8,467-95.1% | $6,467-93.6% | $13,397-96.9% |