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 | $60,948 | $61,774-1.3% | $97,226-37.3% | $80,856-24.6% |
| Participation rate | 26.9% | 63.5%-36.6pp | 72.7%-45.8pp | 67.6%-40.7pp |
| Annual return | 10.81% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $919 | $1,837-50.0% | $2,729-66.3% | $2,755-66.7% |
| Participant deferral / active EE | $2,961 | $3,029-2.2% | $4,264-30.6% | $4,296-31.1% |
| Admin fee / account holder | $5,789 | $5,166+12.1% | $5,654+2.4% | $6,918-16.3% |