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 | $30,036 | $70,475-57.4% | $100,516-70.1% | $79,858-62.4% |
| Participation rate | 67.7% | 73.7%-5.9pp | 79.4%-11.7pp | 69.6%-1.9pp |
| Annual return | 29.22% | 21.90%+7.3pp | 30.89%-1.7pp | 31.71%-2.5pp |
| Employer contribution / active EE | $2,671 | $2,165+23.4% | $3,418-21.8% | $2,471+8.1% |
| Participant deferral / active EE | $5,433 | $5,181+4.9% | $6,270-13.3% | $3,740+45.3% |
| Admin fee / account holder | $3,979 | $4,478-11.2% | $8,081-50.8% | $5,306-25.0% |