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 | $58,914 | $67,984-13.3% | $65,493-10.0% | $74,304-20.7% |
| Participation rate | 56.7% | 66.3%-9.7pp | 73.1%-16.4pp | 60.3%-3.7pp |
| Annual return | 14.75% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,174 | $2,491-52.9% | $2,574-54.4% | $2,241-47.6% |
| Participant deferral / active EE | $3,614 | $3,346+8.0% | $3,961-8.8% | $3,767-4.1% |
| Admin fee / account holder | $4,035 | $1,373+193.9% | $5,028-19.8% | $2,969+35.9% |