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 | $60,347 | $110,261-45.3% | $95,745-37.0% | $139,434-56.7% |
| Participation rate | 65.0% | 75.8%-10.8pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 19.21% | 27.11%-7.9pp | 28.35%-9.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,016 | $3,257-38.1% | $2,835-28.9% | $4,751-57.6% |
| Participant deferral / active EE | $5,807 | $4,676+24.2% | $4,245+36.8% | $6,710-13.5% |
| Admin fee / account holder | $5,466 | $6,613-17.3% | $5,678-3.7% | $11,403-52.1% |