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 | $70,272 | $84,233-16.6% | $170,442-58.8% | $70,131+0.2% |
| Participation rate | 44.8% | 70.8%-26.1pp | 83.6%-38.8pp | 69.5%-24.8pp |
| Annual return | 16.60% | 23.06%-6.5pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,161 | $3,387-65.7% | $5,433-78.6% | $2,342-50.4% |
| Participant deferral / active EE | $2,684 | $3,086-13.0% | $4,939-45.7% | $3,332-19.4% |
| Admin fee / account holder | $766 | $5,698-86.6% | $13,880-94.5% | $4,645-83.5% |