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 | $62,532 | $91,552-31.7% | $133,956-53.3% | $79,858-21.7% |
| Participation rate | 55.8% | 73.3%-17.5pp | 79.8%-24.0pp | 69.6%-13.8pp |
| Annual return | 21.60% | 61.85%-40.2pp | 45.09%-23.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,615 | $2,384-32.3% | $3,919-58.8% | $2,471-34.6% |
| Participant deferral / active EE | $3,274 | $3,733-12.3% | $5,048-35.1% | $3,740-12.5% |
| Admin fee / account holder | $937 | $6,321-85.2% | $8,927-89.5% | $5,306-82.3% |