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 | $27,456 | $85,766-68.0% | $136,294-79.9% | $70,131-60.9% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 21.89% | 31.45%-9.6pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $3,215 | $2,966+8.4% | $4,695-31.5% | $2,342+37.3% |
| Participant deferral / active EE | $7,559 | $5,051+49.6% | $6,247+21.0% | $3,332+126.9% |
| Admin fee / account holder | $4,130 | $5,420-23.8% | $9,243-55.3% | $4,645-11.1% |