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 | $44,337 | $53,127-16.5% | $86,590-48.8% | $70,131-36.8% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 22.31% | 27.66%-5.4pp | 964.84%-942.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,075 | $2,068-48.0% | $2,839-62.1% | $2,342-54.1% |
| Participant deferral / active EE | $1,166 | $2,696-56.7% | $3,609-67.7% | $3,332-65.0% |
| Admin fee / account holder | $3,859 | $3,585+7.6% | $4,906-21.3% | $4,645-16.9% |