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 | $27,172 | $76,367-64.4% | $93,606-71.0% | $72,985-62.8% |
| Participation rate | 61.7% | 71.7%-10.0pp | 75.8%-14.1pp | 69.5%-7.8pp |
| Annual return | 78.45% | 25.82%+52.6pp | 32.76%+45.7pp | 81.00%-2.6pp |
| Employer contribution / active EE | $1,603 | $2,275-29.5% | $2,718-41.0% | $2,440-34.3% |
| Participant deferral / active EE | $3,762 | $3,538+6.3% | $4,069-7.5% | $3,607+4.3% |
| Admin fee / account holder | $4,367 | $6,838-36.1% | $7,888-44.6% | $5,124-14.8% |