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 | $65,874 | $118,450-44.4% | $98,439-33.1% | $139,434-52.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 14.23% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,558 | $3,609-56.8% | $3,048-48.9% | $4,751-67.2% |
| Participant deferral / active EE | $4,273 | $5,392-20.8% | $4,738-9.8% | $6,710-36.3% |
| Admin fee / account holder | $306 | $14,026-97.8% | $8,948-96.6% | $11,403-97.3% |