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 | $63,055 | $81,208-22.4% | $98,907-36.2% | $79,858-21.0% |
| Participation rate | 68.4% | 72.5%-4.1pp | 76.0%-7.6pp | 69.6%-1.2pp |
| Annual return | 14.14% | 60.99%-46.9pp | 196.43%-182.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,335 | $1,960-31.9% | $2,689-50.4% | $2,471-46.0% |
| Participant deferral / active EE | $2,879 | $3,265-11.8% | $4,244-32.2% | $3,740-23.0% |
| Admin fee / account holder | $1,576 | $6,013-73.8% | $6,642-76.3% | $5,306-70.3% |