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 | $65,004 | $111,754-41.8% | $103,333-37.1% | $145,922-55.5% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 29.38% | 24.77%+4.6pp | 24.88%+4.5pp | 561.29%-531.9pp |
| Employer contribution / active EE | $3,310 | $4,212-21.4% | $3,868-14.4% | $4,660-29.0% |
| Participant deferral / active EE | $5,803 | $5,619+3.3% | $5,057+14.7% | $6,688-13.2% |
| Admin fee / account holder | $6,014 | $9,750-38.3% | $8,355-28.0% | $13,397-55.1% |