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 | $59,683 | $89,753-33.5% | $107,525-44.5% | $84,808-29.6% |
| Participation rate | 63.8% | 68.1%-4.2pp | 75.1%-11.2pp | 68.3%-4.5pp |
| Annual return | 14.91% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,293 | $3,113-26.4% | $3,754-38.9% | $2,631-12.9% |
| Participant deferral / active EE | $4,494 | $4,056+10.8% | $5,116-12.2% | $4,212+6.7% |
| Admin fee / account holder | $3,572 | $7,222-50.5% | $8,919-60.0% | $7,344-51.4% |