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 | $62,792 | $81,208-22.7% | $98,907-36.5% | $79,858-21.4% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 16.26% | 60.99%-44.7pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,252 | $1,960-36.1% | $2,689-53.4% | $2,471-49.3% |
| Participant deferral / active EE | $2,123 | $3,265-35.0% | $4,244-50.0% | $3,740-43.2% |
| Admin fee / account holder | $984 | $6,013-83.6% | $6,642-85.2% | $5,306-81.5% |