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 | $75,090 | $99,652-24.6% | $78,778-4.7% | $147,584-49.1% |
| Participation rate | 30.8% | 76.2%-45.5pp | 69.2%-38.4pp | 82.8%-52.1pp |
| Annual return | 16.52% | 47.28%-30.8pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,090 | $2,796-61.0% | $1,986-45.1% | $4,876-77.6% |
| Participant deferral / active EE | $1,804 | $3,664-50.8% | $2,958-39.0% | $5,439-66.8% |
| Admin fee / account holder | $462 | $7,155-93.5% | $5,134-91.0% | $10,885-95.8% |