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 | $63,853 | $83,337-23.4% | $67,834-5.9% | $273,961-76.7% |
| Participation rate | 68.8% | 76.4%-7.7pp | 68.8%0pp | 83.0%-14.3pp |
| Annual return | 6.28% | 259.45%-253.2pp | 138.47%-132.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,277 | $3,287-61.2% | $2,403-46.9% | $4,869-73.8% |
| Participant deferral / active EE | $2,565 | $4,088-37.3% | $3,160-18.8% | $5,287-51.5% |
| Admin fee / account holder | $3,822 | $6,752-43.4% | $4,622-17.3% | $10,132-62.3% |