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 | $30,722 | $177,572-82.7% | $154,803-80.2% | $142,382-78.4% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 16.51% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,372 | $4,810-71.5% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $2,768 | $6,272-55.9% | $5,540-50.0% | $6,507-57.5% |
| Admin fee / account holder | $653 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |