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 | $65,144 | $35,183+85.2% | $73,545-11.4% | $70,131-7.1% |
| Participation rate | 17.2% | 42.9%-25.7pp | 54.9%-37.7pp | 69.5%-52.3pp |
| Annual return | 18.13% | 26.90%-8.8pp | -15.16%+33.3pp | 73.14%-55.0pp |
| Employer contribution / active EE | $567 | $709-20.0% | $1,219-53.5% | $2,342-75.8% |
| Participant deferral / active EE | $2,018 | $1,220+65.4% | $1,806+11.7% | $3,332-39.4% |
| Admin fee / account holder | $2,109 | $2,302-8.4% | $2,320-9.1% | $4,645-54.6% |