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 5-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 | $30,170 | $62,573-51.8% | $85,682-64.8% | $85,850-64.9% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.9%-1.9pp | 69.3%-1.3pp |
| Annual return | 17.39% | 23.77%-6.4pp | 21.49%-4.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,528 | $1,757-13.0% | $2,618-41.6% | $2,565-40.4% |
| Participant deferral / active EE | $7,515 | $2,802+168.2% | $3,923+91.6% | $3,952+90.2% |
| Admin fee / account holder | $717 | $4,640-84.5% | $6,873-89.6% | $6,260-88.5% |