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 | $25,040 | $64,348-61.1% | $90,160-72.2% | $70,131-64.3% |
| Participation rate | 65.4% | 70.4%-5.1pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 36.38% | 28.13%+8.2pp | 34.88%+1.5pp | 73.14%-36.8pp |
| Employer contribution / active EE | $1,516 | $2,046-25.9% | $3,318-54.3% | $2,342-35.3% |
| Participant deferral / active EE | $4,674 | $4,389+6.5% | $5,288-11.6% | $3,332+40.3% |
| Admin fee / account holder | $711 | $3,944-82.0% | $5,943-88.0% | $4,645-84.7% |