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 | $70,639 | $99,652-29.1% | $78,778-10.3% | $147,584-52.1% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.2%-4.5pp | 82.8%-18.1pp |
| Annual return | 14.42% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,401 | $2,796-49.9% | $1,986-29.4% | $4,876-71.3% |
| Participant deferral / active EE | $2,803 | $3,664-23.5% | $2,958-5.3% | $5,439-48.5% |
| Admin fee / account holder | $1,595 | $7,155-77.7% | $5,134-68.9% | $10,885-85.3% |