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 | $55,804 | $89,355-37.5% | $141,162-60.5% | $72,985-23.5% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 20.17% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,945 | $3,114-5.4% | $4,735-37.8% | $2,440+20.7% |
| Participant deferral / active EE | $5,243 | $5,418-3.2% | $6,709-21.9% | $3,607+45.3% |
| Admin fee / account holder | $10,639 | $5,958+78.6% | $10,261+3.7% | $5,124+107.6% |