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 | $62,750 | $94,031-33.3% | $115,768-45.8% | $82,448-23.9% |
| Participation rate | 67.7% | 70.4%-2.7pp | 74.4%-6.7pp | 68.1%-0.3pp |
| Annual return | 15.77% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,159 | $2,323-50.1% | $2,940-60.6% | $2,551-54.6% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $4,917-50.3% | $4,139-40.9% |
| Admin fee / account holder | $4,806 | $10,249-53.1% | $12,439-61.4% | $7,234-33.6% |