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 | $63,871 | $52,279+22.2% | $89,391-28.5% | $79,858-20.0% |
| Participation rate | 31.0% | 57.5%-26.5pp | 68.0%-36.9pp | 69.6%-38.6pp |
| Annual return | 18.62% | 22.16%-3.5pp | 245.62%-227.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $955 | $1,572-39.3% | $2,586-63.1% | $2,471-61.4% |
| Participant deferral / active EE | $2,723 | $2,740-0.6% | $3,890-30.0% | $3,740-27.2% |
| Admin fee / account holder | $5,758 | $3,356+71.5% | $4,881+18.0% | $5,306+8.5% |