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 | $69,639 | $65,365+6.5% | $92,893-25.0% | $72,985-4.6% |
| Participation rate | 25.0% | 68.3%-43.3pp | 76.0%-51.0pp | 69.5%-44.5pp |
| Annual return | 24.06% | 42.10%-18.0pp | 109.41%-85.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,167 | $2,594-55.0% | $3,653-68.1% | $2,440-52.2% |
| Participant deferral / active EE | $2,426 | $3,128-22.5% | $4,236-42.7% | $3,607-32.8% |
| Admin fee / account holder | $5,379 | $4,251+26.5% | $5,794-7.2% | $5,124+5.0% |