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 | $40,120 | $58,828-31.8% | $77,999-48.6% | $62,891-36.2% |
| Participation rate | 66.0% | 71.1%-5.1pp | 75.5%-9.5pp | 69.3%-3.3pp |
| Annual return | 8.33% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,679 | $1,672+60.3% | $2,470+8.5% | $2,281+17.5% |
| Participant deferral / active EE | $6,201 | $2,686+130.9% | $3,497+77.3% | $3,203+93.6% |
| Admin fee / account holder | $3,031 | $4,393-31.0% | $5,480-44.7% | $4,296-29.4% |