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 | $48,146 | $84,556-43.1% | $116,228-58.6% | $74,304-35.2% |
| Participation rate | 62.8% | 66.0%-3.3pp | 74.6%-11.8pp | 60.3%+2.4pp |
| Annual return | 18.96% | 18.35%+0.6pp | 90.06%-71.1pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,751 | $2,168-19.2% | $2,994-41.5% | $2,241-21.9% |
| Participant deferral / active EE | $3,425 | $3,814-10.2% | $4,953-30.8% | $3,767-9.1% |
| Admin fee / account holder | $2,466 | $3,792-35.0% | $11,989-79.4% | $2,969-16.9% |