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 | $73,459 | $98,750-25.6% | $149,696-50.9% | $79,858-8.0% |
| Participation rate | 63.4% | 75.8%-12.3pp | 82.5%-19.0pp | 69.6%-6.2pp |
| Annual return | 16.62% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $657 | $3,216-79.6% | $4,644-85.8% | $2,471-73.4% |
| Participant deferral / active EE | $5,057 | $5,680-11.0% | $6,842-26.1% | $3,740+35.2% |
| Admin fee / account holder | $3,015 | $6,053-50.2% | $9,309-67.6% | $5,306-43.2% |