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 | $79,911 | $176,377-54.7% | $134,143-40.4% | $158,922-49.7% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 24.06% | 63.63%-39.6pp | 36.33%-12.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,006 | $5,040-80.0% | $3,704-72.8% | $4,761-78.9% |
| Participant deferral / active EE | $1,116 | $4,091-72.7% | $3,499-68.1% | $5,982-81.3% |
| Admin fee / account holder | $4,915 | $8,718-43.6% | $6,684-26.5% | $11,246-56.3% |