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 | $25,803 | $85,766-69.9% | $136,294-81.1% | $70,131-63.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 25.76% | 31.45%-5.7pp | 5155.94%-5130.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $1,347 | $2,966-54.6% | $4,695-71.3% | $2,342-42.5% |
| Participant deferral / active EE | $3,663 | $5,051-27.5% | $6,247-41.4% | $3,332+9.9% |
| Admin fee / account holder | $621 | $5,420-88.6% | $9,243-93.3% | $4,645-86.6% |