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 | $90,473 | $153,311-41.0% | $109,313-17.2% | $273,961-67.0% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 4.97% | 29.86%-24.9pp | 22.07%-17.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $188 | $5,619-96.7% | $3,892-95.2% | $4,869-96.1% |
| Participant deferral / active EE | $864 | $3,932-78.0% | $3,166-72.7% | $5,287-83.7% |
| Admin fee / account holder | $901 | $8,076-88.8% | $5,666-84.1% | $10,132-91.1% |