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 | $54,011 | $58,726-8.0% | $92,233-41.4% | $62,292-13.3% |
| Participation rate | 63.2% | 68.3%-5.1pp | 76.5%-13.3pp | 69.5%-6.3pp |
| Annual return | 14.83% | 43.62%-28.8pp | 176.28%-161.4pp | 28.90%-14.1pp |
| Employer contribution / active EE | $733 | $2,392-69.3% | $3,679-80.1% | $2,042-64.1% |
| Participant deferral / active EE | $3,097 | $2,766+12.0% | $3,897-20.5% | $3,169-2.3% |
| Admin fee / account holder | $1,097 | $556+97.1% | $5,194-78.9% | $479+128.8% |