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 | $55,336 | $135,952-59.3% | $123,892-55.3% | $273,961-79.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 13.56% | 56.63%-43.1pp | 47.52%-34.0pp | 41.45%-27.9pp |
| Employer contribution / active EE | $5,392 | $5,170+4.3% | $4,617+16.8% | $4,869+10.7% |
| Participant deferral / active EE | $5,875 | $6,343-7.4% | $5,984-1.8% | $5,287+11.1% |
| Admin fee / account holder | $575 | $9,817-94.1% | $8,357-93.1% | $10,132-94.3% |