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 | $56,268 | $78,422-28.2% | $95,952-41.4% | $79,858-29.5% |
| Participation rate | 52.5% | 73.5%-20.9pp | 77.1%-24.5pp | 69.6%-17.1pp |
| Annual return | 15.26% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,221 | $1,945-37.2% | $2,541-52.0% | $2,471-50.6% |
| Participant deferral / active EE | $2,127 | $3,440-38.2% | $4,167-49.0% | $3,740-43.1% |
| Admin fee / account holder | $809 | $5,622-85.6% | $6,795-88.1% | $5,306-84.8% |