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 | $27,667 | $85,766-67.7% | $136,294-79.7% | $70,131-60.5% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 23.33% | 31.45%-8.1pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $1,960 | $2,966-33.9% | $4,695-58.3% | $2,342-16.3% |
| Participant deferral / active EE | $4,170 | $5,051-17.4% | $6,247-33.2% | $3,332+25.2% |
| Admin fee / account holder | $1,384 | $5,420-74.5% | $9,243-85.0% | $4,645-70.2% |