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 | $33,775 | $91,552-63.1% | $133,956-74.8% | $79,858-57.7% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 20.63% | 61.85%-41.2pp | 45.09%-24.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,611 | $2,384-32.4% | $3,919-58.9% | $2,471-34.8% |
| Participant deferral / active EE | $4,156 | $3,733+11.3% | $5,048-17.7% | $3,740+11.1% |
| Admin fee / account holder | $800 | $6,321-87.3% | $8,927-91.0% | $5,306-84.9% |