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 | $30,910 | $85,766-64.0% | $136,294-77.3% | $70,131-55.9% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 23.14% | 31.45%-8.3pp | 5155.94%-5132.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $3,827 | $2,966+29.0% | $4,695-18.5% | $2,342+63.4% |
| Participant deferral / active EE | $5,534 | $5,051+9.6% | $6,247-11.4% | $3,332+66.1% |
| Admin fee / account holder | $354 | $5,420-93.5% | $9,243-96.2% | $4,645-92.4% |