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 | $42,327 | $106,515-60.3% | $96,683-56.2% | $139,434-69.6% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 18.49% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,141 | $4,103-47.8% | $3,737-42.7% | $4,751-54.9% |
| Participant deferral / active EE | $10,167 | $5,454+86.4% | $4,878+108.4% | $6,710+51.5% |
| Admin fee / account holder | $363 | $7,877-95.4% | $6,730-94.6% | $11,403-96.8% |