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 | $46,230 | $53,127-13.0% | $86,590-46.6% | $70,131-34.1% |
| Participation rate | 61.2% | 65.3%-4.1pp | 73.5%-12.3pp | 69.5%-8.3pp |
| Annual return | 15.69% | 27.66%-12.0pp | 964.84%-949.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,653 | $2,068-20.1% | $2,839-41.8% | $2,342-29.4% |
| Participant deferral / active EE | $3,890 | $2,696+44.3% | $3,609+7.8% | $3,332+16.7% |
| Admin fee / account holder | $1,653 | $3,585-53.9% | $4,906-66.3% | $4,645-64.4% |