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 | $72,265 | $91,190-20.8% | $178,490-59.5% | $79,858-9.5% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 16.05% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,292 | $3,256-60.3% | $5,011-74.2% | $2,471-47.7% |
| Participant deferral / active EE | $3,031 | $3,236-6.3% | $5,202-41.7% | $3,740-19.0% |
| Admin fee / account holder | $1,146 | $6,751-83.0% | $13,984-91.8% | $5,306-78.4% |