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 | $55,203 | $85,766-35.6% | $136,294-59.5% | $70,131-21.3% |
| Participation rate | 61.1% | 74.2%-13.0pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 18.98% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,466 | $2,966-16.8% | $4,695-47.5% | $2,342+5.3% |
| Participant deferral / active EE | $7,515 | $5,051+48.8% | $6,247+20.3% | $3,332+125.6% |
| Admin fee / account holder | $3,578 | $5,420-34.0% | $9,243-61.3% | $4,645-23.0% |