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 | $75,927 | $162,781-53.4% | $133,956-43.3% | $158,922-52.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 11.61% | 41.94%-30.3pp | 45.09%-33.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,302 | $4,975-53.7% | $3,919-41.3% | $4,761-51.7% |
| Participant deferral / active EE | $5,519 | $5,911-6.6% | $5,048+9.3% | $5,982-7.7% |
| Admin fee / account holder | $861 | $11,736-92.7% | $8,927-90.4% | $11,246-92.3% |