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 | $65,162 | $93,346-30.2% | $71,796-9.2% | $273,961-76.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 7.80% | 130.39%-122.6pp | 78.04%-70.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,491 | $2,733-45.5% | $1,924-22.5% | $4,869-69.4% |
| Participant deferral / active EE | $3,276 | $3,475-5.7% | $2,794+17.2% | $5,287-38.0% |
| Admin fee / account holder | $388 | $6,571-94.1% | $4,815-91.9% | $10,132-96.2% |