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 | $40,562 | $116,175-65.1% | $93,606-56.7% | $152,861-73.5% |
| Participation rate | 68.8% | 78.0%-9.3pp | 75.8%-7.1pp | 82.4%-13.7pp |
| Annual return | 15.26% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,109 | $3,218-65.5% | $2,718-59.2% | $4,762-76.7% |
| Participant deferral / active EE | $1,471 | $4,603-68.0% | $4,069-63.8% | $5,850-74.9% |
| Admin fee / account holder | $2,348 | $10,748-78.2% | $7,888-70.2% | $11,596-79.8% |