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 | $66,891 | $89,753-25.5% | $107,525-37.8% | $84,808-21.1% |
| Participation rate | 67.7% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.6pp |
| Annual return | 16.23% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,855 | $3,113-40.4% | $3,754-50.6% | $2,631-29.5% |
| Participant deferral / active EE | $4,775 | $4,056+17.7% | $5,116-6.7% | $4,212+13.4% |
| Admin fee / account holder | $832 | $7,222-88.5% | $8,919-90.7% | $7,344-88.7% |