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 | $69,533 | $110,502-37.1% | $80,716-13.9% | $167,490-58.5% |
| Participation rate | 46.7% | 64.0%-17.3pp | 54.2%-7.5pp | 82.1%-35.4pp |
| Annual return | 8.79% | 120.54%-111.8pp | 87.28%-78.5pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,007 | $1,543-34.7% | $1,160-13.2% | $4,837-79.2% |
| Participant deferral / active EE | $7,162 | $2,871+149.5% | $2,146+233.8% | $6,341+12.9% |
| Admin fee / account holder | $1,417 | $4,545-68.8% | $3,380-58.1% | $12,309-88.5% |