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 | $25,638 | $157,256-83.7% | $141,162-81.8% | $152,861-83.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.4%-23.4pp |
| Annual return | 22.62% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $7,725 | $5,261+46.8% | $4,735+63.2% | $4,762+62.2% |
| Participant deferral / active EE | $10,312 | $7,109+45.1% | $6,709+53.7% | $5,850+76.3% |
| Admin fee / account holder | $10,132 | $12,120-16.4% | $10,261-1.3% | $11,596-12.6% |