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 | $88,496 | $114,237-22.5% | $119,258-25.8% | $167,490-47.2% |
| Participation rate | 55.6% | 83.7%-28.2pp | 82.7%-27.2pp | 82.1%-26.5pp |
| Annual return | 12.50% | 29.87%-17.4pp | 30.69%-18.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,176 | $4,481-73.7% | $4,384-73.2% | $4,837-75.7% |
| Participant deferral / active EE | $4,216 | $6,084-30.7% | $6,111-31.0% | $6,341-33.5% |
| Admin fee / account holder | $879 | $8,932-90.2% | $7,226-87.8% | $12,309-92.9% |