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 | $87,686 | $136,179-35.6% | $98,755-11.2% | $167,490-47.6% |
| Participation rate | 46.2% | 70.2%-24.1pp | 65.7%-19.6pp | 82.1%-36.0pp |
| Annual return | 13.48% | 67.53%-54.1pp | 49.91%-36.4pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,729 | $2,631-34.3% | $2,067-16.4% | $4,837-64.3% |
| Participant deferral / active EE | $2,549 | $3,716-31.4% | $3,035-16.0% | $6,341-59.8% |
| Admin fee / account holder | $2,915 | $5,031-42.1% | $4,076-28.5% | $12,309-76.3% |