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 | $58,436 | $111,754-47.7% | $103,333-43.4% | $145,922-60.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 27.20% | 24.77%+2.4pp | 24.88%+2.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $3,242 | $4,212-23.0% | $3,868-16.2% | $4,660-30.4% |
| Participant deferral / active EE | $4,524 | $5,619-19.5% | $5,057-10.5% | $6,688-32.4% |
| Admin fee / account holder | $459 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |