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 | $47,062 | $104,974-55.2% | $95,585-50.8% | $142,382-66.9% |
| Participation rate | 65.2% | 75.0%-9.8pp | 72.1%-6.9pp | 80.1%-14.9pp |
| Annual return | 19.13% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,057 | $2,779-26.0% | $2,527-18.6% | $4,299-52.1% |
| Participant deferral / active EE | $5,213 | $4,352+19.8% | $4,023+29.6% | $6,507-19.9% |
| Admin fee / account holder | $18,160 | $6,386+184.4% | $6,127+196.4% | $12,624+43.9% |