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 | $51,244 | $78,422-34.7% | $95,952-46.6% | $79,858-35.8% |
| Participation rate | 58.8% | 73.5%-14.7pp | 77.1%-18.2pp | 69.6%-10.8pp |
| Annual return | 15.43% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,676 | $1,945-13.8% | $2,541-34.1% | $2,471-32.2% |
| Participant deferral / active EE | $2,436 | $3,440-29.2% | $4,167-41.5% | $3,740-34.9% |
| Admin fee / account holder | $2,890 | $5,622-48.6% | $6,795-57.5% | $5,306-45.5% |