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 | $79,085 | $93,346-15.3% | $71,796+10.2% | $273,961-71.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 3.66% | 130.39%-126.7pp | 78.04%-74.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,063 | $2,733-61.1% | $1,924-44.8% | $4,869-78.2% |
| Participant deferral / active EE | $1,412 | $3,475-59.4% | $2,794-49.5% | $5,287-73.3% |
| Admin fee / account holder | $477 | $6,571-92.7% | $4,815-90.1% | $10,132-95.3% |