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 | $66,853 | $32,037+108.7% | $69,182-3.4% | $62,891+6.3% |
| Participation rate | 31.7% | 43.4%-11.7pp | 55.1%-23.4pp | 69.3%-37.6pp |
| Annual return | 5.27% | 15.16%-9.9pp | -21.93%+27.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $570 | $679-16.1% | $1,206-52.8% | $2,281-75.0% |
| Participant deferral / active EE | $972 | $1,185-18.0% | $1,897-48.8% | $3,203-69.7% |
| Admin fee / account holder | $2,753 | $2,608+5.6% | $2,697+2.1% | $4,296-35.9% |