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 | $68,753 | $70,669-2.7% | $169,368-59.4% | $75,163-8.5% |
| Participation rate | 39.6% | 64.8%-25.2pp | 77.1%-37.5pp | 67.2%-27.6pp |
| Annual return | 20.75% | 36.36%-15.6pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,027 | $2,211-53.5% | $4,013-74.4% | $2,670-61.5% |
| Participant deferral / active EE | $1,608 | $4,311-62.7% | $6,221-74.2% | $4,125-61.0% |
| Admin fee / account holder | $6,801 | $5,402+25.9% | $9,003-24.5% | $5,651+20.3% |