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 | $43,071 | $135,952-68.3% | $123,892-65.2% | $273,961-84.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 11.37% | 56.63%-45.3pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $3,058 | $5,170-40.8% | $4,617-33.8% | $4,869-37.2% |
| Participant deferral / active EE | $8,747 | $6,343+37.9% | $5,984+46.2% | $5,287+65.4% |
| Admin fee / account holder | $1,496 | $9,817-84.8% | $8,357-82.1% | $10,132-85.2% |