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 | $38,407 | $99,652-61.5% | $78,778-51.2% | $147,584-74.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 14.14% | 47.28%-33.1pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,157 | $2,796-58.6% | $1,986-41.7% | $4,876-76.3% |
| Participant deferral / active EE | $1,327 | $3,664-63.8% | $2,958-55.2% | $5,439-75.6% |
| Admin fee / account holder | $1,167 | $7,155-83.7% | $5,134-77.3% | $10,885-89.3% |