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 | $66,358 | $101,069-34.3% | $81,478-18.6% | $147,584-55.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 18.27% | 32.40%-14.1pp | 38.78%-20.5pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,049 | $3,205-67.3% | $2,568-59.2% | $4,876-78.5% |
| Participant deferral / active EE | $3,068 | $4,242-27.7% | $3,537-13.2% | $5,439-43.6% |
| Admin fee / account holder | $16,937 | $5,812+191.4% | $4,561+271.3% | $10,885+55.6% |