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 | $71,437 | $83,477-14.4% | $125,175-42.9% | $72,985-2.1% |
| Participation rate | 64.6% | 73.3%-8.7pp | 79.8%-15.2pp | 69.5%-4.9pp |
| Annual return | 24.93% | 25.78%-0.9pp | 43.79%-18.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $774 | $2,345-67.0% | $3,865-80.0% | $2,440-68.3% |
| Participant deferral / active EE | $2,366 | $3,585-34.0% | $4,937-52.1% | $3,607-34.4% |
| Admin fee / account holder | $5,617 | $5,517+1.8% | $9,702-42.1% | $5,124+9.6% |