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 | $84,634 | $103,376-18.1% | $87,100-2.8% | $152,861-44.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 24.18% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,387 | $3,220-56.9% | $2,521-45.0% | $4,762-70.9% |
| Participant deferral / active EE | $3,391 | $4,778-29.0% | $4,049-16.3% | $5,850-42.0% |
| Admin fee / account holder | $378 | $12,205-96.9% | $7,497-95.0% | $11,596-96.7% |