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 | $80,405 | $27,915+188.0% | $58,482+37.5% | $75,163+7.0% |
| Participation rate | 41.3% | 38.8%+2.4pp | 50.9%-9.6pp | 67.2%-25.9pp |
| Annual return | 20.98% | 44.20%-23.2pp | 4239.32%-4218.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $642 | $669-4.0% | $1,053-39.0% | $2,670-75.9% |
| Participant deferral / active EE | $989 | $1,201-17.7% | $1,924-48.6% | $4,125-76.0% |
| Admin fee / account holder | $5,385 | $1,726+212.0% | $2,516+114.0% | $5,651-4.7% |