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 | $84,208 | $85,790-1.8% | $67,313+25.1% | $135,375-37.8% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | 9.18% | -0.54%+9.7pp | -4.08%+13.3pp | 519.73%-510.6pp |
| Employer contribution / active EE | $1,254 | $3,487-64.0% | $2,566-51.1% | $4,779-73.8% |
| Participant deferral / active EE | $3,042 | $4,651-34.6% | $3,568-14.7% | $5,609-45.8% |
| Admin fee / account holder | $1,632 | $6,392-74.5% | $4,507-63.8% | $10,827-84.9% |