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 | $78,030 | $78,422-0.5% | $95,952-18.7% | $79,858-2.3% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $557 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $2,573 | $3,440-25.2% | $4,167-38.2% | $3,740-31.2% |
| Admin fee / account holder | $1,898 | $5,622-66.2% | $6,795-72.1% | $5,306-64.2% |