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 | $66,124 | $107,015-38.2% | $73,545-10.1% | $147,584-55.2% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 13.49% | 38.25%-24.8pp | -15.16%+28.7pp | 578.55%-565.1pp |
| Employer contribution / active EE | $706 | $1,760-59.9% | $1,219-42.1% | $4,876-85.5% |
| Participant deferral / active EE | $4,373 | $2,462+77.6% | $1,806+142.1% | $5,439-19.6% |
| Admin fee / account holder | $6,821 | $3,055+123.3% | $2,320+194.0% | $10,885-37.3% |