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 | $34,110 | $76,552-55.4% | $123,892-72.5% | $62,891-45.8% |
| Participation rate | 65.4% | 73.0%-7.6pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 57.37% | 18.68%+38.7pp | 47.52%+9.9pp | 20.14%+37.2pp |
| Employer contribution / active EE | $3,417 | $2,883+18.5% | $4,617-26.0% | $2,281+49.8% |
| Participant deferral / active EE | $5,685 | $4,840+17.5% | $5,984-5.0% | $3,203+77.5% |
| Admin fee / account holder | $17,241 | $4,826+257.3% | $8,357+106.3% | $4,296+301.4% |