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 5-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 | $43,583 | $154,117-71.7% | $129,995-66.5% | $139,434-68.7% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 21.20% | 32.48%-11.3pp | -137.18%+158.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,828 | $5,289-8.7% | $4,320+11.8% | $4,751+1.6% |
| Participant deferral / active EE | $10,815 | $6,710+61.2% | $5,820+85.8% | $6,710+61.2% |
| Admin fee / account holder | $5,590 | $14,007-60.1% | $10,614-47.3% | $11,403-51.0% |