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 | $58,866 | $157,256-62.6% | $141,162-58.3% | $152,861-61.5% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.4%-29.1pp |
| Annual return | 16.41% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,541 | $5,261-70.7% | $4,735-67.5% | $4,762-67.6% |
| Participant deferral / active EE | $2,654 | $7,109-62.7% | $6,709-60.4% | $5,850-54.6% |
| Admin fee / account holder | $727 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |