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 | $54,277 | $80,717-32.8% | $154,803-64.9% | $84,808-36.0% |
| Participation rate | 66.2% | 66.8%-0.7pp | 78.1%-11.9pp | 68.3%-2.2pp |
| Annual return | 19.37% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,110 | $2,761-59.8% | $4,305-74.2% | $2,631-57.8% |
| Participant deferral / active EE | $3,231 | $3,303-2.2% | $5,540-41.7% | $4,212-23.3% |
| Admin fee / account holder | $1,241 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |