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 | $41,973 | $53,127-21.0% | $86,590-51.5% | $70,131-40.2% |
| Participation rate | 54.7% | 65.3%-10.6pp | 73.5%-18.9pp | 69.5%-14.9pp |
| Annual return | 12.79% | 27.66%-14.9pp | 964.84%-952.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $3,185 | $2,068+54.0% | $2,839+12.2% | $2,342+36.0% |
| Participant deferral / active EE | $1,690 | $2,696-37.3% | $3,609-53.2% | $3,332-49.3% |
| Admin fee / account holder | $6,370 | $3,585+77.7% | $4,906+29.9% | $4,645+37.1% |