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 | $71,459 | $154,117-53.6% | $129,995-45.0% | $139,434-48.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 22.54% | 32.48%-9.9pp | -137.18%+159.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,548 | $5,289-70.7% | $4,320-64.2% | $4,751-67.4% |
| Participant deferral / active EE | $4,121 | $6,710-38.6% | $5,820-29.2% | $6,710-38.6% |
| Admin fee / account holder | $869 | $14,007-93.8% | $10,614-91.8% | $11,403-92.4% |