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 | $52,225 | $78,672-33.6% | $109,143-52.2% | $85,850-39.2% |
| Participation rate | 61.1% | 68.3%-7.2pp | 75.9%-14.8pp | 69.3%-8.2pp |
| Annual return | 18.41% | 25.09%-6.7pp | 25.75%-7.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $2,241 | $2,735-18.0% | $3,722-39.8% | $2,565-12.6% |
| Participant deferral / active EE | $6,477 | $3,467+86.8% | $4,653+39.2% | $3,952+63.9% |
| Admin fee / account holder | $3,591 | $5,469-34.3% | $6,752-46.8% | $6,260-42.6% |