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 | $68,057 | $107,015-36.4% | $73,545-7.5% | $147,584-53.9% |
| Participation rate | 57.1% | 66.4%-9.2pp | 54.9%+2.2pp | 82.8%-25.7pp |
| Annual return | 17.75% | 38.25%-20.5pp | -15.16%+32.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $605 | $1,760-65.6% | $1,219-50.4% | $4,876-87.6% |
| Participant deferral / active EE | $1,589 | $2,462-35.4% | $1,806-12.0% | $5,439-70.8% |
| Admin fee / account holder | $3,837 | $3,055+25.6% | $2,320+65.4% | $10,885-64.8% |