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 | $62,083 | $63,703-2.5% | $93,063-33.3% | $82,448-24.7% |
| Participation rate | 48.9% | 63.8%-15.0pp | 72.1%-23.3pp | 68.1%-19.2pp |
| Annual return | 17.23% | -775.43%+792.7pp | 34.15%-16.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $468 | $1,729-72.9% | $2,476-81.1% | $2,551-81.6% |
| Participant deferral / active EE | $1,346 | $2,919-53.9% | $3,958-66.0% | $4,139-67.5% |
| Admin fee / account holder | $1,964 | $5,982-67.2% | $6,033-67.4% | $7,234-72.8% |