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 | $45,115 | $63,861-29.4% | $104,607-56.9% | $79,858-43.5% |
| Participation rate | 63.9% | 64.9%-1.0pp | 74.1%-10.1pp | 69.6%-5.7pp |
| Annual return | 19.40% | 21.30%-1.9pp | 340.46%-321.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,064 | $1,588+29.9% | $2,681-23.0% | $2,471-16.5% |
| Participant deferral / active EE | $3,777 | $2,693+40.2% | $3,740+1.0% | $3,740+1.0% |
| Admin fee / account holder | $1,786 | $4,185-57.3% | $6,473-72.4% | $5,306-66.4% |