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 | $64,915 | $144,119-55.0% | $117,854-44.9% | $147,584-56.0% |
| Participation rate | 56.5% | 83.4%-26.9pp | 79.7%-23.1pp | 82.8%-26.3pp |
| Annual return | 19.25% | 531.15%-511.9pp | 335.08%-315.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,361 | $4,896-72.2% | $3,786-64.1% | $4,876-72.1% |
| Participant deferral / active EE | $2,007 | $5,316-62.2% | $4,482-55.2% | $5,439-63.1% |
| Admin fee / account holder | $738 | $10,886-93.2% | $8,020-90.8% | $10,885-93.2% |