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 | $50,167 | $56,053-10.5% | $75,972-34.0% | $80,856-38.0% |
| Participation rate | 56.8% | 62.0%-5.3pp | 69.1%-12.3pp | 67.6%-10.9pp |
| Annual return | 40.85% | 20.53%+20.3pp | 359.55%-318.7pp | 35.59%+5.3pp |
| Employer contribution / active EE | $1,927 | $1,874+2.8% | $2,685-28.2% | $2,755-30.0% |
| Participant deferral / active EE | $3,377 | $3,052+10.7% | $4,255-20.6% | $4,296-21.4% |
| Admin fee / account holder | $5,357 | $5,234+2.4% | $6,467-17.2% | $6,918-22.6% |