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 | $66,108 | $111,754-40.8% | $103,333-36.0% | $145,922-54.7% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 17.02% | 24.77%-7.7pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,010 | $4,212-76.0% | $3,868-73.9% | $4,660-78.3% |
| Participant deferral / active EE | $2,268 | $5,619-59.6% | $5,057-55.2% | $6,688-66.1% |
| Admin fee / account holder | $4,664 | $9,750-52.2% | $8,355-44.2% | $13,397-65.2% |