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 | $80,927 | $91,190-11.3% | $178,490-54.7% | $79,858+1.3% |
| Participation rate | 56.1% | 69.2%-13.1pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 10.67% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $449 | $3,256-86.2% | $5,011-91.0% | $2,471-81.8% |
| Participant deferral / active EE | $2,059 | $3,236-36.4% | $5,202-60.4% | $3,740-45.0% |
| Admin fee / account holder | $23,096 | $6,751+242.1% | $13,984+65.2% | $5,306+335.3% |