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 | $48,024 | $69,518-30.9% | $59,878-19.8% | $135,375-64.5% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.7%-20.2pp | 82.6%-28.1pp |
| Annual return | 8.51% | 7.94%+0.6pp | 3.46%+5.0pp | 519.73%-511.2pp |
| Employer contribution / active EE | $2,319 | $3,235-28.3% | $2,722-14.8% | $4,779-51.5% |
| Participant deferral / active EE | $3,111 | $4,206-26.0% | $3,402-8.6% | $5,609-44.5% |
| Admin fee / account holder | $529 | $5,734-90.8% | $3,590-85.3% | $10,827-95.1% |