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 | $82,111 | $109,881-25.3% | $150,045-45.3% | $84,808-3.2% |
| Participation rate | 56.7% | 76.1%-19.4pp | 82.3%-25.7pp | 68.3%-11.6pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,769 | $3,561-50.3% | $4,693-62.3% | $2,631-32.8% |
| Participant deferral / active EE | $5,014 | $6,636-24.4% | $7,997-37.3% | $4,212+19.1% |
| Admin fee / account holder | $8,148 | $8,568-4.9% | $13,435-39.3% | $7,344+11.0% |