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 | $36,652 | $149,734-75.5% | $118,925-69.2% | $158,922-76.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 17.79% | 19.95%-2.2pp | 35.88%-18.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,518 | $4,115-63.1% | $3,263-53.5% | $4,761-68.1% |
| Participant deferral / active EE | $7,602 | $5,223+45.5% | $4,265+78.2% | $5,982+27.1% |
| Admin fee / account holder | $356 | $8,603-95.9% | $6,581-94.6% | $11,246-96.8% |