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 | $25,416 | $45,035-43.6% | $62,995-59.7% | $70,131-63.8% |
| Participation rate | 65.7% | 69.5%-3.8pp | 74.8%-9.1pp | 69.5%-3.8pp |
| Annual return | 14.84% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,913 | $2,051+90.8% | $2,759+41.8% | $2,342+67.1% |
| Participant deferral / active EE | $1,561 | $2,465-36.7% | $3,329-53.1% | $3,332-53.1% |
| Admin fee / account holder | $5,308 | $2,834+87.3% | $3,600+47.4% | $4,645+14.3% |