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 | $26,944 | $76,552-64.8% | $123,892-78.3% | $62,891-57.2% |
| Participation rate | 65.6% | 73.0%-7.4pp | 81.4%-15.8pp | 69.3%-3.7pp |
| Annual return | 37.04% | 18.68%+18.4pp | 47.52%-10.5pp | 20.14%+16.9pp |
| Employer contribution / active EE | $1,040 | $2,883-63.9% | $4,617-77.5% | $2,281-54.4% |
| Participant deferral / active EE | $6,065 | $4,840+25.3% | $5,984+1.3% | $3,203+89.4% |
| Admin fee / account holder | $2,301 | $4,826-52.3% | $8,357-72.5% | $4,296-46.4% |