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 | $34,441 | $83,477-58.7% | $125,175-72.5% | $72,985-52.8% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 43.18% | 25.78%+17.4pp | 43.79%-0.6pp | 81.00%-37.8pp |
| Employer contribution / active EE | $1,538 | $2,345-34.4% | $3,865-60.2% | $2,440-37.0% |
| Participant deferral / active EE | $3,498 | $3,585-2.4% | $4,937-29.2% | $3,607-3.0% |
| Admin fee / account holder | $852 | $5,517-84.6% | $9,702-91.2% | $5,124-83.4% |