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 | $74,039 | $91,190-18.8% | $178,490-58.5% | $79,858-7.3% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 15.41% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,940 | $3,256-40.4% | $5,011-61.3% | $2,471-21.5% |
| Participant deferral / active EE | $4,705 | $3,236+45.4% | $5,202-9.5% | $3,740+25.8% |
| Admin fee / account holder | $1,442 | $6,751-78.6% | $13,984-89.7% | $5,306-72.8% |