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 | $39,661 | $69,515-42.9% | $86,874-54.3% | $85,850-53.8% |
| Participation rate | 56.2% | 66.3%-10.2pp | 71.6%-15.5pp | 69.3%-13.2pp |
| Annual return | 17.78% | 20.12%-2.3pp | 63.52%-45.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,625 | $1,880-13.6% | $2,495-34.9% | $2,565-36.6% |
| Participant deferral / active EE | $3,588 | $2,919+22.9% | $3,699-3.0% | $3,952-9.2% |
| Admin fee / account holder | $1,514 | $5,972-74.6% | $5,828-74.0% | $6,260-75.8% |