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 | $59,960 | $162,781-63.2% | $133,956-55.2% | $158,922-62.3% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 13.42% | 41.94%-28.5pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $960 | $4,975-80.7% | $3,919-75.5% | $4,761-79.8% |
| Participant deferral / active EE | $6,079 | $5,911+2.8% | $5,048+20.4% | $5,982+1.6% |
| Admin fee / account holder | $743 | $11,736-93.7% | $8,927-91.7% | $11,246-93.4% |