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 | $27,468 | $24,733+11.1% | $69,647-60.6% | $74,495-63.1% |
| Participation rate | 68.6% | 63.5%+5.1pp | 66.5%+2.2pp | 67.2%+1.4pp |
| Annual return | 13.86% | 18.55%-4.7pp | 100.48%-86.6pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,563 | $1,001+56.2% | $1,712-8.7% | $2,623-40.4% |
| Participant deferral / active EE | $2,875 | $1,901+51.2% | $2,886-0.4% | $4,346-33.8% |
| Admin fee / account holder | $3,754 | $1,892+98.5% | $4,713-20.3% | $1,942+93.4% |