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 | $74,252 | $101,317-26.7% | $146,958-49.5% | $74,495-0.3% |
| Participation rate | 39.0% | 75.5%-36.6pp | 82.2%-43.2pp | 67.2%-28.2pp |
| Annual return | 13.75% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,376 | $3,810-63.9% | $4,933-72.1% | $2,623-47.5% |
| Participant deferral / active EE | $3,218 | $7,303-55.9% | $8,070-60.1% | $4,346-25.9% |
| Admin fee / account holder | $3,176 | $1,739+82.7% | $12,998-75.6% | $1,942+63.6% |