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 | $67,496 | $62,573+7.9% | $85,682-21.2% | $85,850-21.4% |
| Participation rate | 45.3% | 61.1%-15.9pp | 69.9%-24.6pp | 69.3%-24.0pp |
| Annual return | 12.19% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $952 | $1,757-45.8% | $2,618-63.6% | $2,565-62.9% |
| Participant deferral / active EE | $2,284 | $2,802-18.5% | $3,923-41.8% | $3,952-42.2% |
| Admin fee / account holder | $5,507 | $4,640+18.7% | $6,873-19.9% | $6,260-12.0% |