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 | $50,358 | $70,428-28.5% | $96,562-47.8% | $85,850-41.3% |
| Participation rate | 61.3% | 61.8%-0.5pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 14.54% | 18.59%-4.1pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,796 | $1,413+27.1% | $2,356-23.8% | $2,565-30.0% |
| Participant deferral / active EE | $2,892 | $2,894-0.1% | $3,849-24.9% | $3,952-26.8% |
| Admin fee / account holder | $2,568 | $4,997-48.6% | $6,181-58.5% | $6,260-59.0% |