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 | $51,565 | $69,207-25.5% | $64,056-19.5% | $139,434-63.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.89% | 45.88%-24.0pp | 33.69%-11.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,599 | $3,182-49.7% | $2,747-41.8% | $4,751-66.3% |
| Participant deferral / active EE | $5,452 | $4,682+16.5% | $3,880+40.5% | $6,710-18.7% |
| Admin fee / account holder | $1,942 | $4,244-54.2% | $3,068-36.7% | $11,403-83.0% |