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 | $89,397 | $93,571-4.5% | $135,903-34.2% | $75,163+18.9% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.2pp | 67.2%-10.5pp |
| Annual return | 16.10% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,237 | $3,537-36.8% | $4,856-53.9% | $2,670-16.2% |
| Participant deferral / active EE | $3,529 | $6,404-44.9% | $7,758-54.5% | $4,125-14.5% |
| Admin fee / account holder | $2,960 | $6,975-57.6% | $10,762-72.5% | $5,651-47.6% |