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 | $63,280 | $99,652-36.5% | $78,778-19.7% | $147,584-57.1% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.2%-15.9pp | 82.8%-29.5pp |
| Annual return | 9.14% | 47.28%-38.1pp | 35.62%-26.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $392 | $2,796-86.0% | $1,986-80.3% | $4,876-92.0% |
| Participant deferral / active EE | $2,329 | $3,664-36.4% | $2,958-21.3% | $5,439-57.2% |
| Admin fee / account holder | $19,135 | $7,155+167.4% | $5,134+272.7% | $10,885+75.8% |