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 | $68,066 | $99,652-31.7% | $78,778-13.6% | $147,584-53.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 16.98% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $320 | $2,796-88.6% | $1,986-83.9% | $4,876-93.4% |
| Participant deferral / active EE | $1,604 | $3,664-56.2% | $2,958-45.8% | $5,439-70.5% |
| Admin fee / account holder | $3,246 | $7,155-54.6% | $5,134-36.8% | $10,885-70.2% |