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 | $53,137 | $90,503-41.3% | $78,689-32.5% | $273,961-80.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 13.37% | 75.60%-62.2pp | 62.18%-48.8pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,708 | $3,176-46.2% | $2,851-40.1% | $4,869-64.9% |
| Participant deferral / active EE | $3,573 | $3,901-8.4% | $3,517+1.6% | $5,287-32.4% |
| Admin fee / account holder | $5,864 | $5,263+11.4% | $4,510+30.0% | $10,132-42.1% |