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 | $70,423 | $176,812-60.2% | $146,665-52.0% | $167,490-58.0% |
| Participation rate | 58.8% | 83.6%-24.8pp | 80.1%-21.2pp | 82.1%-23.3pp |
| Annual return | 11.80% | 24.03%-12.2pp | 22.74%-10.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,919 | $5,160-62.8% | $4,136-53.6% | $4,837-60.3% |
| Participant deferral / active EE | $3,970 | $6,440-38.4% | $5,506-27.9% | $6,341-37.4% |
| Admin fee / account holder | $323 | $13,259-97.6% | $10,280-96.9% | $12,309-97.4% |