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 | $56,823 | $78,705-27.8% | $117,854-51.8% | $70,131-19.0% |
| Participation rate | 58.6% | 73.2%-14.6pp | 79.7%-21.1pp | 69.5%-11.0pp |
| Annual return | 12.87% | 23.30%-10.4pp | 335.08%-322.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $4,871 | $2,223+119.1% | $3,786+28.7% | $2,342+107.9% |
| Participant deferral / active EE | $2,667 | $3,297-19.1% | $4,482-40.5% | $3,332-20.0% |
| Admin fee / account holder | $2,390 | $5,065-52.8% | $8,020-70.2% | $4,645-48.6% |