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 | $69,663 | $117,381-40.7% | $99,443-29.9% | $152,861-54.4% |
| Participation rate | 43.5% | 77.5%-34.1pp | 73.8%-30.4pp | 82.4%-39.0pp |
| Annual return | 18.18% | 31.87%-13.7pp | 30.72%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $822 | $3,013-72.7% | $2,540-67.6% | $4,762-82.7% |
| Participant deferral / active EE | $1,790 | $4,086-56.2% | $3,619-50.5% | $5,850-69.4% |
| Admin fee / account holder | $1,001 | $7,631-86.9% | $6,250-84.0% | $11,596-91.4% |