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 | $44,890 | $144,119-68.9% | $117,854-61.9% | $147,584-69.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 17.55% | 531.15%-513.6pp | 335.08%-317.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,344 | $4,896-72.6% | $3,786-64.5% | $4,876-72.4% |
| Participant deferral / active EE | $1,703 | $5,316-68.0% | $4,482-62.0% | $5,439-68.7% |
| Admin fee / account holder | $491 | $10,886-95.5% | $8,020-93.9% | $10,885-95.5% |