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 | $29,649 | $70,475-57.9% | $100,516-70.5% | $79,858-62.9% |
| Participation rate | 53.7% | 73.7%-20.0pp | 79.4%-25.7pp | 69.6%-16.0pp |
| Annual return | 37.13% | 21.90%+15.2pp | 30.89%+6.2pp | 31.71%+5.4pp |
| Employer contribution / active EE | $1,791 | $2,165-17.2% | $3,418-47.6% | $2,471-27.5% |
| Participant deferral / active EE | $2,549 | $5,181-50.8% | $6,270-59.3% | $3,740-31.8% |
| Admin fee / account holder | $2,295 | $4,478-48.8% | $8,081-71.6% | $5,306-56.7% |