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 | $45,699 | $85,766-46.7% | $136,294-66.5% | $70,131-34.8% |
| Participation rate | 59.6% | 74.2%-14.6pp | 81.9%-22.3pp | 69.5%-10.0pp |
| Annual return | 19.58% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,358 | $2,966-20.5% | $4,695-49.8% | $2,342+0.7% |
| Participant deferral / active EE | $5,139 | $5,051+1.7% | $6,247-17.7% | $3,332+54.3% |
| Admin fee / account holder | $3,453 | $5,420-36.3% | $9,243-62.6% | $4,645-25.7% |