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 | $48,976 | $86,286-43.2% | $111,297-56.0% | $85,850-43.0% |
| Participation rate | 65.7% | 73.3%-7.6pp | 77.3%-11.6pp | 69.3%-3.6pp |
| Annual return | 21.29% | 19.99%+1.3pp | 54.65%-33.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $795 | $2,043-61.1% | $2,731-70.9% | $2,565-69.0% |
| Participant deferral / active EE | $3,139 | $3,641-13.8% | $4,487-30.0% | $3,952-20.6% |
| Admin fee / account holder | $1,222 | $8,188-85.1% | $7,964-84.7% | $6,260-80.5% |