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 | $32,440 | $118,450-72.6% | $98,439-67.0% | $139,434-76.7% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 30.39% | 18.94%+11.5pp | 21.16%+9.2pp | 372.94%-342.5pp |
| Employer contribution / active EE | $2,204 | $3,609-38.9% | $3,048-27.7% | $4,751-53.6% |
| Participant deferral / active EE | $4,815 | $5,392-10.7% | $4,738+1.6% | $6,710-28.2% |
| Admin fee / account holder | $526 | $14,026-96.3% | $8,948-94.1% | $11,403-95.4% |