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 | $64,732 | $84,233-23.2% | $170,442-62.0% | $70,131-7.7% |
| Participation rate | 64.7% | 70.8%-6.1pp | 83.6%-18.9pp | 69.5%-4.8pp |
| Annual return | 15.76% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,626 | $3,387-52.0% | $5,433-70.1% | $2,342-30.6% |
| Participant deferral / active EE | $2,731 | $3,086-11.5% | $4,939-44.7% | $3,332-18.0% |
| Admin fee / account holder | $1,440 | $5,698-74.7% | $13,880-89.6% | $4,645-69.0% |