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 | $21,487 | $48,364-55.6% | $71,796-70.1% | $62,891-65.8% |
| Participation rate | 65.0% | 60.6%+4.4pp | 69.1%-4.1pp | 69.3%-4.3pp |
| Annual return | 8.60% | 13.16%-4.6pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,771 | $1,042+70.0% | $1,924-8.0% | $2,281-22.4% |
| Participant deferral / active EE | $2,413 | $2,091+15.4% | $2,794-13.7% | $3,203-24.7% |
| Admin fee / account holder | $508 | $3,771-86.5% | $4,815-89.4% | $4,296-88.2% |