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 | $37,302 | $49,227-24.2% | $70,449-47.1% | $79,858-53.3% |
| Participation rate | 63.6% | 69.2%-5.5pp | 75.1%-11.4pp | 69.6%-6.0pp |
| Annual return | 9.31% | 30.06%-20.8pp | 109.03%-99.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,364 | $2,099-35.0% | $2,737-50.2% | $2,471-44.8% |
| Participant deferral / active EE | $3,102 | $2,768+12.1% | $3,709-16.4% | $3,740-17.1% |
| Admin fee / account holder | $1,685 | $2,878-41.5% | $3,845-56.2% | $5,306-68.3% |