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 | $91,149 | $154,117-40.9% | $129,995-29.9% | $139,434-34.6% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.0pp |
| Annual return | 15.18% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,678 | $5,289-68.3% | $4,320-61.2% | $4,751-64.7% |
| Participant deferral / active EE | $5,940 | $6,710-11.5% | $5,820+2.1% | $6,710-11.5% |
| Admin fee / account holder | $977 | $14,007-93.0% | $10,614-90.8% | $11,403-91.4% |