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 | $51,081 | $94,625-46.0% | $116,228-56.1% | $84,808-39.8% |
| Participation rate | 57.9% | 70.4%-12.6pp | 74.6%-16.7pp | 68.3%-10.4pp |
| Annual return | 16.44% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,630 | $2,347+12.1% | $2,994-12.2% | $2,6310% |
| Participant deferral / active EE | $4,105 | $3,972+3.4% | $4,953-17.1% | $4,212-2.5% |
| Admin fee / account holder | $11,786 | $10,091+16.8% | $11,989-1.7% | $7,344+60.5% |