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 | $70,104 | $154,117-54.5% | $129,995-46.1% | $139,434-49.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 18.46% | 32.48%-14.0pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,822 | $5,289-65.5% | $4,320-57.8% | $4,751-61.6% |
| Participant deferral / active EE | $3,424 | $6,710-49.0% | $5,820-41.2% | $6,710-49.0% |
| Admin fee / account holder | $317 | $14,007-97.7% | $10,614-97.0% | $11,403-97.2% |