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 | $81,861 | $98,240-16.7% | $82,313-0.5% | $147,584-44.5% |
| Participation rate | 61.1% | 79.7%-18.6pp | 76.9%-15.8pp | 82.8%-21.7pp |
| Annual return | 16.60% | 30.85%-14.3pp | 25.88%-9.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,137 | $3,192-64.4% | $2,428-53.2% | $4,876-76.7% |
| Participant deferral / active EE | $2,802 | $4,383-36.1% | $3,706-24.4% | $5,439-48.5% |
| Admin fee / account holder | $15,259 | $8,563+78.2% | $5,608+172.1% | $10,885+40.2% |