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 | $60,883 | $89,355-31.9% | $141,162-56.9% | $72,985-16.6% |
| Participation rate | 60.3% | 75.1%-14.8pp | 82.5%-22.2pp | 69.5%-9.2pp |
| Annual return | 21.48% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,818 | $3,114-9.5% | $4,735-40.5% | $2,440+15.5% |
| Participant deferral / active EE | $5,613 | $5,418+3.6% | $6,709-16.3% | $3,607+55.6% |
| Admin fee / account holder | $1,146 | $5,958-80.8% | $10,261-88.8% | $5,124-77.6% |