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 | $45,824 | $104,251-56.0% | $91,001-49.6% | $147,584-69.0% |
| Participation rate | 60.9% | 78.2%-17.4pp | 75.6%-14.7pp | 82.8%-22.0pp |
| Annual return | 19.26% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $798 | $3,116-74.4% | $2,456-67.5% | $4,876-83.6% |
| Participant deferral / active EE | $2,176 | $4,195-48.1% | $3,547-38.7% | $5,439-60.0% |
| Admin fee / account holder | $1,731 | $8,948-80.7% | $5,417-68.1% | $10,885-84.1% |