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 | $28,912 | $53,127-45.6% | $86,590-66.6% | $70,131-58.8% |
| Participation rate | 69.8% | 65.3%+4.5pp | 73.5%-3.8pp | 69.5%+0.2pp |
| Annual return | 21.48% | 27.66%-6.2pp | 964.84%-943.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,374 | $2,068+14.8% | $2,839-16.4% | $2,342+1.4% |
| Participant deferral / active EE | $4,530 | $2,696+68.1% | $3,609+25.5% | $3,332+36.0% |
| Admin fee / account holder | $467 | $3,585-87.0% | $4,906-90.5% | $4,645-89.9% |