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 | $40,707 | $85,766-52.5% | $136,294-70.1% | $70,131-42.0% |
| Participation rate | 69.8% | 74.2%-4.3pp | 81.9%-12.1pp | 69.5%+0.3pp |
| Annual return | 20.72% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,934 | $2,966-34.8% | $4,695-58.8% | $2,342-17.5% |
| Participant deferral / active EE | $4,761 | $5,051-5.8% | $6,247-23.8% | $3,332+42.9% |
| Admin fee / account holder | $623 | $5,420-88.5% | $9,243-93.3% | $4,645-86.6% |