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 | $68,054 | $176,377-61.4% | $134,143-49.3% | $158,922-57.2% |
| Participation rate | 36.8% | 78.7%-41.9pp | 72.2%-35.3pp | 82.0%-45.1pp |
| Annual return | 10.54% | 63.63%-53.1pp | 36.33%-25.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $80 | $5,040-98.4% | $3,704-97.9% | $4,761-98.3% |
| Participant deferral / active EE | $645 | $4,091-84.2% | $3,499-81.6% | $5,982-89.2% |
| Admin fee / account holder | $2,507 | $8,718-71.2% | $6,684-62.5% | $11,246-77.7% |