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 | $99,587 | $118,849-16.2% | $96,562+3.1% | $167,490-40.5% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.8%-22.8pp | 82.1%-35.0pp |
| Annual return | 16.95% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,446 | $3,120-53.6% | $2,356-38.6% | $4,837-70.1% |
| Participant deferral / active EE | $2,530 | $4,616-45.2% | $3,849-34.3% | $6,341-60.1% |
| Admin fee / account holder | $3,363 | $8,065-58.3% | $6,181-45.6% | $12,309-72.7% |