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 | $37,957 | $64,705-41.3% | $62,929-39.7% | $67,986-44.2% |
| Participation rate | 52.4% | 65.6%-13.2pp | 73.1%-20.7pp | 57.2%-4.8pp |
| Annual return | 16.24% | 20.31%-4.1pp | 1063.93%-1047.7pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,561 | $2,376-34.3% | $2,505-37.7% | $2,019-22.7% |
| Participant deferral / active EE | $3,750 | $3,198+17.3% | $3,888-3.6% | $3,358+11.7% |
| Admin fee / account holder | $8,957 | $1,428+527.2% | $5,065+76.9% | $3,203+179.6% |