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 | $69,489 | $110,502-37.1% | $80,716-13.9% | $167,490-58.5% |
| Participation rate | 38.1% | 64.0%-25.9pp | 54.2%-16.1pp | 82.1%-44.0pp |
| Annual return | 18.93% | 120.54%-101.6pp | 87.28%-68.3pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,147 | $1,543-25.7% | $1,160-1.2% | $4,837-76.3% |
| Participant deferral / active EE | $2,574 | $2,871-10.3% | $2,146+19.9% | $6,341-59.4% |
| Admin fee / account holder | $334 | $4,545-92.6% | $3,380-90.1% | $12,309-97.3% |