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 | $66,769 | $69,515-4.0% | $86,874-23.1% | $85,850-22.2% |
| Participation rate | 61.1% | 66.3%-5.2pp | 71.6%-10.5pp | 69.3%-8.2pp |
| Annual return | 14.00% | 20.12%-6.1pp | 63.52%-49.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $926 | $1,880-50.8% | $2,495-62.9% | $2,565-63.9% |
| Participant deferral / active EE | $1,513 | $2,919-48.2% | $3,699-59.1% | $3,952-61.7% |
| Admin fee / account holder | $11,474 | $5,972+92.1% | $5,828+96.9% | $6,260+83.3% |