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 | $58,698 | $107,452-45.4% | $91,541-35.9% | $142,382-58.8% |
| Participation rate | 53.8% | 75.1%-21.2pp | 69.8%-15.9pp | 80.1%-26.3pp |
| Annual return | 14.41% | 22.06%-7.6pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,701 | $2,994-9.8% | $2,505+7.8% | $4,299-37.2% |
| Participant deferral / active EE | $4,327 | $4,754-9.0% | $4,008+8.0% | $6,507-33.5% |
| Admin fee / account holder | $411 | $8,834-95.3% | $6,956-94.1% | $12,624-96.7% |