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 | $52,705 | $85,766-38.5% | $136,294-61.3% | $70,131-24.8% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 20.99% | 31.45%-10.5pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,964 | $2,966-0.1% | $4,695-36.9% | $2,342+26.5% |
| Participant deferral / active EE | $6,283 | $5,051+24.4% | $6,247+0.6% | $3,332+88.6% |
| Admin fee / account holder | $3,814 | $5,420-29.6% | $9,243-58.7% | $4,645-17.9% |