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 | $77,725 | $124,281-37.5% | $109,143-28.8% | $167,490-53.6% |
| Participation rate | 64.3% | 79.4%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 18.10% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,169 | $4,207-72.2% | $3,722-68.6% | $4,837-75.8% |
| Participant deferral / active EE | $1,712 | $5,255-67.4% | $4,653-63.2% | $6,341-73.0% |
| Admin fee / account holder | $354 | $7,970-95.6% | $6,752-94.8% | $12,309-97.1% |