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 | $68,612 | $91,552-25.1% | $133,956-48.8% | $79,858-14.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 15.39% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,172 | $2,384-8.9% | $3,919-44.6% | $2,471-12.1% |
| Participant deferral / active EE | $4,233 | $3,733+13.4% | $5,048-16.1% | $3,740+13.2% |
| Admin fee / account holder | $4,491 | $6,321-28.9% | $8,927-49.7% | $5,306-15.4% |