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 | $70,587 | $106,890-34.0% | $84,015-16.0% | $152,861-53.8% |
| Participation rate | 41.2% | 75.2%-34.1pp | 69.0%-27.8pp | 82.4%-41.3pp |
| Annual return | 17.85% | 104.99%-87.1pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,734 | $2,734-36.6% | $1,983-12.6% | $4,762-63.6% |
| Participant deferral / active EE | $2,772 | $4,011-30.9% | $3,239-14.4% | $5,850-52.6% |
| Admin fee / account holder | $7,560 | $8,285-8.8% | $6,101+23.9% | $11,596-34.8% |