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 | $62,887 | $59,263+6.1% | $96,562-34.9% | $79,386-20.8% |
| Participation rate | 38.4% | 61.9%-23.5pp | 69.8%-31.4pp | 70.7%-32.3pp |
| Annual return | 17.26% | 27.07%-9.8pp | 37.78%-20.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $877 | $1,216-27.9% | $2,356-62.8% | $2,427-63.9% |
| Participant deferral / active EE | $1,576 | $2,948-46.5% | $3,849-59.1% | $4,046-61.0% |
| Admin fee / account holder | $7,373 | $658+1019.7% | $6,181+19.3% | $626+1076.9% |