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 | $52,116 | $77,899-33.1% | $149,673-65.2% | $75,163-30.7% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-19.9pp | 67.2%-8.4pp |
| Annual return | 19.92% | 31.72%-11.8pp | 134.42%-114.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,827 | $3,137-9.9% | $4,818-41.3% | $2,670+5.9% |
| Participant deferral / active EE | $5,064 | $3,411+48.4% | $5,680-10.9% | $4,125+22.8% |
| Admin fee / account holder | $340 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |