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 | $36,677 | $90,503-59.5% | $78,689-53.4% | $273,961-86.6% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 11.62% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,418 | $3,176-55.3% | $2,851-50.2% | $4,869-70.9% |
| Participant deferral / active EE | $3,996 | $3,901+2.4% | $3,517+13.6% | $5,287-24.4% |
| Admin fee / account holder | $3,575 | $5,263-32.1% | $4,510-20.7% | $10,132-64.7% |