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 | $60,309 | $83,337-27.6% | $67,834-11.1% | $273,961-78.0% |
| Participation rate | 54.2% | 76.4%-22.3pp | 68.8%-14.6pp | 83.0%-28.8pp |
| Annual return | 5.08% | 259.45%-254.4pp | 138.47%-133.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,391 | $3,287-57.7% | $2,403-42.1% | $4,869-71.4% |
| Participant deferral / active EE | $3,642 | $4,088-10.9% | $3,160+15.3% | $5,287-31.1% |
| Admin fee / account holder | $617 | $6,752-90.9% | $4,622-86.7% | $10,132-93.9% |