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 | $62,204 | $124,319-50.0% | $111,297-44.1% | $167,490-62.9% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 11.99% | 37.44%-25.4pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,156 | $3,435-66.3% | $2,731-57.7% | $4,837-76.1% |
| Participant deferral / active EE | $1,846 | $5,180-64.4% | $4,487-58.9% | $6,341-70.9% |
| Admin fee / account holder | $860 | $10,618-91.9% | $7,964-89.2% | $12,309-93.0% |