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 | $45,320 | $48,364-6.3% | $71,796-36.9% | $62,891-27.9% |
| Participation rate | 53.5% | 60.6%-7.1pp | 69.1%-15.6pp | 69.3%-15.8pp |
| Annual return | 10.05% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,718 | $1,042+64.9% | $1,924-10.7% | $2,281-24.7% |
| Participant deferral / active EE | $3,758 | $2,091+79.7% | $2,794+34.5% | $3,203+17.3% |
| Admin fee / account holder | $594 | $3,771-84.2% | $4,815-87.7% | $4,296-86.2% |