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 | $27,494 | $89,355-69.2% | $141,162-80.5% | $72,985-62.3% |
| Participation rate | 58.7% | 75.1%-16.4pp | 82.5%-23.8pp | 69.5%-10.8pp |
| Annual return | 28.34% | 111.85%-83.5pp | 71.39%-43.0pp | 81.00%-52.7pp |
| Employer contribution / active EE | $2,460 | $3,114-21.0% | $4,735-48.1% | $2,440+0.8% |
| Participant deferral / active EE | $3,413 | $5,418-37.0% | $6,709-49.1% | $3,607-5.4% |
| Admin fee / account holder | $866 | $5,958-85.5% | $10,261-91.6% | $5,124-83.1% |