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 | $63,423 | $131,829-51.9% | $108,579-41.6% | $273,961-76.8% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 17.02% | -91.57%+108.6pp | -51.70%+68.7pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,129 | $4,912-77.0% | $3,758-70.0% | $4,869-76.8% |
| Participant deferral / active EE | $2,138 | $5,127-58.3% | $4,311-50.4% | $5,287-59.6% |
| Admin fee / account holder | $11,993 | $10,252+17.0% | $7,645+56.9% | $10,132+18.4% |