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 | $44,930 | $65,561-31.5% | $86,188-47.9% | $75,163-40.2% |
| Participation rate | 69.4% | 60.5%+9.0pp | 69.0%+0.5pp | 67.2%+2.3pp |
| Annual return | 13.89% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,438 | $1,553-7.4% | $2,380-39.6% | $2,670-46.1% |
| Participant deferral / active EE | $4,024 | $3,024+33.1% | $3,985+1.0% | $4,125-2.4% |
| Admin fee / account holder | $8,397 | $5,474+53.4% | $6,852+22.5% | $5,651+48.6% |