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 | $51,338 | $54,701-6.1% | $86,188-40.4% | $71,457-28.2% |
| Participation rate | 39.4% | 60.1%-20.7pp | 69.0%-29.5pp | 67.9%-28.5pp |
| Annual return | 18.59% | 20.06%-1.5pp | 1168.45%-1149.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,083 | $1,265-14.4% | $2,380-54.5% | $2,588-58.2% |
| Participant deferral / active EE | $1,858 | $3,108-40.2% | $3,985-53.4% | $4,289-56.7% |
| Admin fee / account holder | $1,099 | $1,922-42.8% | $6,852-84.0% | $1,587-30.8% |