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 | $75,928 | $78,422-3.2% | $95,952-20.9% | $79,858-4.9% |
| Participation rate | 60.9% | 73.5%-12.6pp | 77.1%-16.2pp | 69.6%-8.8pp |
| Annual return | 16.93% | 19.37%-2.4pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,224 | $1,945-37.1% | $2,541-51.8% | $2,471-50.5% |
| Participant deferral / active EE | $2,590 | $3,440-24.7% | $4,167-37.8% | $3,740-30.7% |
| Admin fee / account holder | $872 | $5,622-84.5% | $6,795-87.2% | $5,306-83.6% |