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 | $64,204 | $49,177+30.6% | $79,464-19.2% | $64,1860% |
| Participation rate | 30.3% | 65.0%-34.7pp | 73.3%-43.0pp | 69.6%-39.3pp |
| Annual return | -4.30% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $988 | $2,076-52.4% | $2,800-64.7% | $2,381-58.5% |
| Participant deferral / active EE | $3,542 | $2,821+25.5% | $3,704-4.4% | $3,470+2.1% |
| Admin fee / account holder | $7,550 | $3,839+96.7% | $5,113+47.7% | $4,888+54.4% |