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 | $62,013 | $102,616-39.6% | $81,983-24.4% | $158,922-61.0% |
| Participation rate | 35.3% | 75.5%-40.2pp | 69.2%-34.0pp | 82.0%-46.7pp |
| Annual return | 13.29% | 61.04%-47.8pp | 41.31%-28.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $785 | $3,240-75.8% | $2,498-68.6% | $4,761-83.5% |
| Participant deferral / active EE | $2,855 | $4,648-38.6% | $3,722-23.3% | $5,982-52.3% |
| Admin fee / account holder | $5,404 | $8,235-34.4% | $5,664-4.6% | $11,246-51.9% |