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 | $71,364 | $81,208-12.1% | $98,907-27.8% | $79,858-10.6% |
| Participation rate | 46.8% | 72.5%-25.7pp | 76.0%-29.2pp | 69.6%-22.8pp |
| Annual return | 16.14% | 60.99%-44.9pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,617 | $1,960-17.5% | $2,689-39.9% | $2,471-34.6% |
| Participant deferral / active EE | $2,684 | $3,265-17.8% | $4,244-36.8% | $3,740-28.2% |
| Admin fee / account holder | $9,338 | $6,013+55.3% | $6,642+40.6% | $5,306+76.0% |