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 | $40,038 | $48,795-17.9% | $65,493-38.9% | $84,808-52.8% |
| Participation rate | 66.7% | 67.0%-0.3pp | 73.1%-6.4pp | 68.3%-1.6pp |
| Annual return | 13.73% | 20.20%-6.5pp | 982.45%-968.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,279 | $1,930+18.1% | $2,574-11.5% | $2,631-13.4% |
| Participant deferral / active EE | $4,168 | $2,928+42.3% | $3,961+5.2% | $4,212-1.0% |
| Admin fee / account holder | $5,315 | $3,877+37.1% | $5,028+5.7% | $7,344-27.6% |