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 | $42,379 | $90,503-53.2% | $78,689-46.1% | $273,961-84.5% |
| Participation rate | 68.2% | 76.5%-8.3pp | 73.6%-5.4pp | 83.0%-14.8pp |
| Annual return | 11.93% | 75.60%-63.7pp | 62.18%-50.2pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,313 | $3,176-58.7% | $2,851-54.0% | $4,869-73.0% |
| Participant deferral / active EE | $3,112 | $3,901-20.2% | $3,517-11.5% | $5,287-41.1% |
| Admin fee / account holder | $914 | $5,263-82.6% | $4,510-79.7% | $10,132-91.0% |