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 | $36,844 | $49,227-25.2% | $70,449-47.7% | $79,858-53.9% |
| Participation rate | 69.0% | 69.2%-0.2pp | 75.1%-6.1pp | 69.6%-0.7pp |
| Annual return | 12.21% | 30.06%-17.9pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $5,517 | $2,099+162.9% | $2,737+101.6% | $2,471+123.3% |
| Participant deferral / active EE | $2,468 | $2,768-10.8% | $3,709-33.5% | $3,740-34.0% |
| Admin fee / account holder | $1,319 | $2,878-54.2% | $3,845-65.7% | $5,306-75.1% |