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 | $76,622 | $81,208-5.6% | $98,907-22.5% | $79,858-4.1% |
| Participation rate | 47.2% | 72.5%-25.3pp | 76.0%-28.9pp | 69.6%-22.5pp |
| Annual return | 14.05% | 60.99%-46.9pp | 196.43%-182.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,018 | $1,960-48.1% | $2,689-62.1% | $2,471-58.8% |
| Participant deferral / active EE | $2,101 | $3,265-35.6% | $4,244-50.5% | $3,740-43.8% |
| Admin fee / account holder | $1,620 | $6,013-73.1% | $6,642-75.6% | $5,306-69.5% |