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 | $61,950 | $63,703-2.8% | $93,063-33.4% | $82,448-24.9% |
| Participation rate | 64.9% | 63.8%+1.0pp | 72.1%-7.2pp | 68.1%-3.2pp |
| Annual return | 13.90% | -775.43%+789.3pp | 34.15%-20.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,569 | $1,729+48.6% | $2,476+3.7% | $2,551+0.7% |
| Participant deferral / active EE | $4,619 | $2,919+58.2% | $3,958+16.7% | $4,139+11.6% |
| Admin fee / account holder | $5,777 | $5,982-3.4% | $6,033-4.2% | $7,234-20.1% |