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 | $65,992 | $111,814-41.0% | $93,654-29.5% | $145,959-54.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 16.29% | 203.30%-187.0pp | 133.34%-117.1pp | 561.95%-545.7pp |
| Employer contribution / active EE | $916 | $3,092-70.4% | $2,421-62.2% | $4,661-80.3% |
| Participant deferral / active EE | $1,559 | $4,914-68.3% | $4,413-64.7% | $6,689-76.7% |
| Admin fee / account holder | $1,447 | $10,246-85.9% | $8,282-82.5% | $13,398-89.2% |