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 | $25,608 | $85,766-70.1% | $136,294-81.2% | $70,131-63.5% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 20.34% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,094 | $2,966-29.4% | $4,695-55.4% | $2,342-10.6% |
| Participant deferral / active EE | $5,470 | $5,051+8.3% | $6,247-12.4% | $3,332+64.2% |
| Admin fee / account holder | $1,167 | $5,420-78.5% | $9,243-87.4% | $4,645-74.9% |