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 | $40,586 | $58,828-31.0% | $77,999-48.0% | $62,891-35.5% |
| Participation rate | 58.8% | 71.1%-12.3pp | 75.5%-16.8pp | 69.3%-10.5pp |
| Annual return | 23.20% | 17.16%+6.0pp | 425.96%-402.8pp | 20.14%+3.1pp |
| Employer contribution / active EE | $1,141 | $1,672-31.7% | $2,470-53.8% | $2,281-50.0% |
| Participant deferral / active EE | $2,185 | $2,686-18.6% | $3,497-37.5% | $3,203-31.8% |
| Admin fee / account holder | $404 | $4,393-90.8% | $5,480-92.6% | $4,296-90.6% |