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 | $74,081 | $89,753-17.5% | $107,525-31.1% | $84,808-12.6% |
| Participation rate | 58.6% | 68.1%-9.4pp | 75.1%-16.5pp | 68.3%-9.7pp |
| Annual return | 19.35% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,157 | $3,113-30.7% | $3,754-42.5% | $2,631-18.0% |
| Participant deferral / active EE | $5,395 | $4,056+33.0% | $5,116+5.5% | $4,212+28.1% |
| Admin fee / account holder | $2,474 | $7,222-65.7% | $8,919-72.3% | $7,344-66.3% |