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 | $53,995 | $64,839-16.7% | $95,585-43.5% | $84,808-36.3% |
| Participation rate | 54.4% | 63.8%-9.4pp | 72.1%-17.7pp | 68.3%-13.9pp |
| Annual return | 19.32% | -670.96%+690.3pp | 38.56%-19.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,102 | $1,759+19.5% | $2,527-16.8% | $2,631-20.1% |
| Participant deferral / active EE | $3,164 | $2,965+6.7% | $4,023-21.3% | $4,212-24.9% |
| Admin fee / account holder | $5,567 | $5,964-6.7% | $6,127-9.1% | $7,344-24.2% |