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 | $46,626 | $56,053-16.8% | $75,972-38.6% | $80,856-42.3% |
| Participation rate | 57.1% | 62.0%-4.9pp | 69.1%-11.9pp | 67.6%-10.5pp |
| Annual return | 13.24% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,338 | $1,874+24.7% | $2,685-12.9% | $2,755-15.1% |
| Participant deferral / active EE | $4,845 | $3,052+58.8% | $4,255+13.8% | $4,296+12.8% |
| Admin fee / account holder | $4,830 | $5,234-7.7% | $6,467-25.3% | $6,918-30.2% |