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 | $44,183 | $58,208-24.1% | $81,812-46.0% | $80,856-45.4% |
| Participation rate | 51.4% | 63.4%-12.1pp | 72.3%-21.0pp | 67.6%-16.3pp |
| Annual return | 25.60% | 41.66%-16.1pp | 773.79%-748.2pp | 35.59%-10.0pp |
| Employer contribution / active EE | $1,218 | $2,340-47.9% | $2,912-58.2% | $2,755-55.8% |
| Participant deferral / active EE | $1,873 | $3,281-42.9% | $4,319-56.6% | $4,296-56.4% |
| Admin fee / account holder | $1,214 | $4,981-75.6% | $7,386-83.6% | $6,918-82.5% |