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 | $54,409 | $84,233-35.4% | $170,442-68.1% | $70,131-22.4% |
| Participation rate | 59.3% | 70.8%-11.6pp | 83.6%-24.3pp | 69.5%-10.3pp |
| Annual return | 22.29% | 23.06%-0.8pp | 205.93%-183.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,559 | $3,387-24.5% | $5,433-52.9% | $2,342+9.2% |
| Participant deferral / active EE | $5,634 | $3,086+82.6% | $4,939+14.1% | $3,332+69.1% |
| Admin fee / account holder | $545 | $5,698-90.4% | $13,880-96.1% | $4,645-88.3% |