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 | $79,001 | $91,552-13.7% | $133,956-41.0% | $79,858-1.1% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.9pp |
| Annual return | 12.63% | 61.85%-49.2pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $673 | $2,384-71.8% | $3,919-82.8% | $2,471-72.8% |
| Participant deferral / active EE | $2,427 | $3,733-35.0% | $5,048-51.9% | $3,740-35.1% |
| Admin fee / account holder | $5,661 | $6,321-10.4% | $8,927-36.6% | $5,306+6.7% |