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 | $74,081 | $88,672-16.5% | $105,223-29.6% | $82,448-10.1% |
| Participation rate | 58.6% | 67.9%-9.3pp | 75.0%-16.4pp | 68.1%-9.4pp |
| Annual return | 19.35% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,157 | $3,048-29.2% | $3,689-41.5% | $2,551-15.4% |
| Participant deferral / active EE | $5,395 | $4,036+33.7% | $5,072+6.4% | $4,139+30.3% |
| Admin fee / account holder | $2,474 | $7,146-65.4% | $8,859-72.1% | $7,234-65.8% |