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 | $63,499 | $104,251-39.1% | $91,001-30.2% | $147,584-57.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 15.09% | 27.06%-12.0pp | 4.60%+10.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,013 | $3,116-35.4% | $2,456-18.0% | $4,876-58.7% |
| Participant deferral / active EE | $4,752 | $4,195+13.3% | $3,547+34.0% | $5,439-12.6% |
| Admin fee / account holder | $440 | $8,948-95.1% | $5,417-91.9% | $10,885-96.0% |