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 | $89,398 | $72,012+24.1% | $185,823-51.9% | $79,858+11.9% |
| Participation rate | 52.1% | 65.8%-13.7pp | 78.0%-25.9pp | 69.6%-17.5pp |
| Annual return | 12.17% | 23.12%-10.9pp | 35.95%-23.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $537 | $1,965-72.7% | $4,087-86.9% | $2,471-78.3% |
| Participant deferral / active EE | $2,247 | $3,779-40.5% | $5,632-60.1% | $3,740-39.9% |
| Admin fee / account holder | $12,540 | $4,513+177.9% | $9,500+32.0% | $5,306+136.3% |