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 | $62,571 | $112,881-44.6% | $90,951-31.2% | $158,922-60.6% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 5.23% | 215.79%-210.6pp | 134.60%-129.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $1,009 | $2,893-65.1% | $2,122-52.5% | $4,761-78.8% |
| Participant deferral / active EE | $1,541 | $4,128-62.7% | $3,373-54.3% | $5,982-74.2% |
| Admin fee / account holder | $606 | $8,041-92.5% | $5,959-89.8% | $11,246-94.6% |