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 | $36,507 | $89,355-59.1% | $141,162-74.1% | $72,985-50.0% |
| Participation rate | 67.2% | 75.1%-7.9pp | 82.5%-15.2pp | 69.5%-2.2pp |
| Annual return | 24.73% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,487 | $3,114-20.1% | $4,735-47.5% | $2,440+1.9% |
| Participant deferral / active EE | $4,156 | $5,418-23.3% | $6,709-38.1% | $3,607+15.2% |
| Admin fee / account holder | $5,412 | $5,958-9.2% | $10,261-47.3% | $5,124+5.6% |