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 | $63,136 | $107,015-41.0% | $73,545-14.2% | $147,584-57.2% |
| Participation rate | 46.7% | 66.4%-19.7pp | 54.9%-8.3pp | 82.8%-36.2pp |
| Annual return | 25.53% | 38.25%-12.7pp | -15.16%+40.7pp | 578.55%-553.0pp |
| Employer contribution / active EE | $927 | $1,760-47.3% | $1,219-24.0% | $4,876-81.0% |
| Participant deferral / active EE | $1,891 | $2,462-23.2% | $1,806+4.7% | $5,439-65.2% |
| Admin fee / account holder | $1,202 | $3,055-60.7% | $2,320-48.2% | $10,885-89.0% |