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 | $20,966 | $113,339-81.5% | $94,993-77.9% | $147,584-85.8% |
| Participation rate | 54.5% | 78.0%-23.4pp | 73.9%-19.3pp | 82.8%-28.3pp |
| Annual return | 19.41% | 20.77%-1.4pp | 27.12%-7.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $962 | $3,160-69.5% | $2,603-63.0% | $4,876-80.3% |
| Participant deferral / active EE | $4,710 | $3,777+24.7% | $3,317+42.0% | $5,439-13.4% |
| Admin fee / account holder | $2,148 | $6,063-64.6% | $4,960-56.7% | $10,885-80.3% |