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 | $72,880 | $78,422-7.1% | $95,952-24.0% | $79,858-8.7% |
| Participation rate | 41.8% | 73.5%-31.7pp | 77.1%-35.3pp | 69.6%-27.8pp |
| Annual return | 14.90% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $900 | $1,945-53.7% | $2,541-64.6% | $2,471-63.6% |
| Participant deferral / active EE | $2,085 | $3,440-39.4% | $4,167-50.0% | $3,740-44.3% |
| Admin fee / account holder | $10,132 | $5,622+80.2% | $6,795+49.1% | $5,306+90.9% |