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 | $76,183 | $135,952-44.0% | $123,892-38.5% | $273,961-72.2% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 6.14% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,793 | $5,170-65.3% | $4,617-61.2% | $4,869-63.2% |
| Participant deferral / active EE | $4,741 | $6,343-25.2% | $5,984-20.8% | $5,287-10.3% |
| Admin fee / account holder | $2,676 | $9,817-72.7% | $8,357-68.0% | $10,132-73.6% |