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 | $65,997 | $73,360-10.0% | $177,989-62.9% | $74,495-11.4% |
| Participation rate | 65.9% | 66.6%-0.7pp | 77.1%-11.2pp | 67.2%-1.3pp |
| Annual return | 16.02% | 17.49%-1.5pp | 294.48%-278.5pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,006 | $2,216-9.5% | $3,949-49.2% | $2,623-23.5% |
| Participant deferral / active EE | $4,607 | $4,513+2.1% | $6,276-26.6% | $4,346+6.0% |
| Admin fee / account holder | $3,922 | $1,808+117.0% | $10,363-62.2% | $1,942+102.0% |