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 | $55,954 | $85,766-34.8% | $136,294-58.9% | $70,131-20.2% |
| Participation rate | 62.3% | 74.2%-11.8pp | 81.9%-19.6pp | 69.5%-7.2pp |
| Annual return | 19.08% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,515 | $2,966-15.2% | $4,695-46.4% | $2,342+7.4% |
| Participant deferral / active EE | $5,547 | $5,051+9.8% | $6,247-11.2% | $3,332+66.5% |
| Admin fee / account holder | $8,467 | $5,420+56.2% | $9,243-8.4% | $4,645+82.3% |