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 | $63,317 | $89,753-29.5% | $107,525-41.1% | $84,808-25.3% |
| Participation rate | 53.2% | 68.1%-14.9pp | 75.1%-21.9pp | 68.3%-15.1pp |
| Annual return | 18.89% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,824 | $3,113-9.3% | $3,754-24.8% | $2,631+7.3% |
| Participant deferral / active EE | $5,019 | $4,056+23.7% | $5,116-1.9% | $4,212+19.2% |
| Admin fee / account holder | $6,622 | $7,222-8.3% | $8,919-25.8% | $7,344-9.8% |