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 | $64,794 | $89,355-27.5% | $141,162-54.1% | $72,985-11.2% |
| Participation rate | 66.0% | 75.1%-9.1pp | 82.5%-16.5pp | 69.5%-3.5pp |
| Annual return | 19.81% | 111.85%-92.0pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $904 | $3,114-71.0% | $4,735-80.9% | $2,440-63.0% |
| Participant deferral / active EE | $5,550 | $5,418+2.4% | $6,709-17.3% | $3,607+53.9% |
| Admin fee / account holder | $5,785 | $5,958-2.9% | $10,261-43.6% | $5,124+12.9% |