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 | $44,741 | $232,540-80.8% | $185,117-75.8% | $147,584-69.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 21.81% | 43.03%-21.2pp | 40.50%-18.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,273 | $5,195-56.3% | $4,182-45.7% | $4,876-53.4% |
| Participant deferral / active EE | $5,356 | $5,834-8.2% | $5,045+6.2% | $5,439-1.5% |
| Admin fee / account holder | $1,645 | $10,275-84.0% | $8,159-79.8% | $10,885-84.9% |