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 | $64,942 | $98,750-34.2% | $149,696-56.6% | $79,858-18.7% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.6pp |
| Annual return | 14.31% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,990 | $3,216-38.1% | $4,644-57.1% | $2,471-19.5% |
| Participant deferral / active EE | $4,621 | $5,680-18.6% | $6,842-32.5% | $3,740+23.6% |
| Admin fee / account holder | $6,402 | $6,053+5.8% | $9,309-31.2% | $5,306+20.6% |