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 | $51,047 | $85,766-40.5% | $136,294-62.5% | $70,131-27.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 18.21% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,080 | $2,966+3.9% | $4,695-34.4% | $2,342+31.5% |
| Participant deferral / active EE | $8,217 | $5,051+62.7% | $6,247+31.5% | $3,332+146.6% |
| Admin fee / account holder | $891 | $5,420-83.6% | $9,243-90.4% | $4,645-80.8% |