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 | $50,372 | $71,050-29.1% | $93,606-46.2% | $80,856-37.7% |
| Participation rate | 45.8% | 60.4%-14.6pp | 68.7%-22.9pp | 67.6%-21.8pp |
| Annual return | 14.43% | 11.26%+3.2pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,123 | $1,564+35.8% | $2,420-12.3% | $2,755-22.9% |
| Participant deferral / active EE | $5,728 | $4,034+42.0% | $4,411+29.8% | $4,296+33.3% |
| Admin fee / account holder | $3,567 | $6,945-48.6% | $8,285-57.0% | $6,918-48.4% |