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 | $66,253 | $85,766-22.8% | $136,294-51.4% | $70,131-5.5% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 21.61% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,112 | $2,966-28.8% | $4,695-55.0% | $2,342-9.8% |
| Participant deferral / active EE | $4,318 | $5,051-14.5% | $6,247-30.9% | $3,332+29.6% |
| Admin fee / account holder | $558 | $5,420-89.7% | $9,243-94.0% | $4,645-88.0% |