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 | $28,200 | $85,766-67.1% | $136,294-79.3% | $70,131-59.8% |
| Participation rate | 68.5% | 74.2%-5.6pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 24.58% | 31.45%-6.9pp | 5155.94%-5131.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $2,189 | $2,966-26.2% | $4,695-53.4% | $2,342-6.5% |
| Participant deferral / active EE | $4,612 | $5,051-8.7% | $6,247-26.2% | $3,332+38.4% |
| Admin fee / account holder | $2,180 | $5,420-59.8% | $9,243-76.4% | $4,645-53.1% |