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 | $58,571 | $89,355-34.5% | $141,162-58.5% | $72,985-19.7% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 30.18% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $2,707 | $3,114-13.1% | $4,735-42.8% | $2,440+11.0% |
| Participant deferral / active EE | $6,333 | $5,418+16.9% | $6,709-5.6% | $3,607+75.5% |
| Admin fee / account holder | $883 | $5,958-85.2% | $10,261-91.4% | $5,124-82.8% |