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 | $59,625 | $107,015-44.3% | $73,545-18.9% | $147,584-59.6% |
| Participation rate | 47.4% | 66.4%-19.0pp | 54.9%-7.6pp | 82.8%-35.5pp |
| Annual return | 16.62% | 38.25%-21.6pp | -15.16%+31.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $457 | $1,760-74.0% | $1,219-62.5% | $4,876-90.6% |
| Participant deferral / active EE | $1,874 | $2,462-23.9% | $1,806+3.8% | $5,439-65.5% |
| Admin fee / account holder | $1,359 | $3,055-55.5% | $2,320-41.4% | $10,885-87.5% |