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 | $61,303 | $98,240-37.6% | $82,313-25.5% | $147,584-58.5% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 21.19% | 30.85%-9.7pp | 25.88%-4.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $713 | $3,192-77.7% | $2,428-70.6% | $4,876-85.4% |
| Participant deferral / active EE | $1,421 | $4,383-67.6% | $3,706-61.7% | $5,439-73.9% |
| Admin fee / account holder | $439 | $8,563-94.9% | $5,608-92.2% | $10,885-96.0% |