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 | $30,054 | $85,766-65.0% | $136,294-77.9% | $70,131-57.1% |
| Participation rate | 65.3% | 74.2%-8.8pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 32.33% | 31.45%+0.9pp | 5155.94%-5123.6pp | 73.14%-40.8pp |
| Employer contribution / active EE | $1,322 | $2,966-55.4% | $4,695-71.9% | $2,342-43.6% |
| Participant deferral / active EE | $2,646 | $5,051-47.6% | $6,247-57.6% | $3,332-20.6% |
| Admin fee / account holder | $668 | $5,420-87.7% | $9,243-92.8% | $4,645-85.6% |