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 | $63,226 | $58,828+7.5% | $77,999-18.9% | $62,891+0.5% |
| Participation rate | 33.3% | 71.1%-37.7pp | 75.5%-42.2pp | 69.3%-36.0pp |
| Annual return | 5.61% | 17.16%-11.5pp | 425.96%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $681 | $1,672-59.3% | $2,470-72.4% | $2,281-70.1% |
| Participant deferral / active EE | $1,840 | $2,686-31.5% | $3,497-47.4% | $3,203-42.6% |
| Admin fee / account holder | $2,280 | $4,393-48.1% | $5,480-58.4% | $4,296-46.9% |