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 | $52,671 | $89,753-41.3% | $107,525-51.0% | $84,808-37.9% |
| Participation rate | 52.8% | 68.1%-15.3pp | 75.1%-22.3pp | 68.3%-15.5pp |
| Annual return | 26.92% | 29.48%-2.6pp | 181.32%-154.4pp | 40.90%-14.0pp |
| Employer contribution / active EE | $2,541 | $3,113-18.4% | $3,754-32.3% | $2,631-3.4% |
| Participant deferral / active EE | $5,484 | $4,056+35.2% | $5,116+7.2% | $4,212+30.2% |
| Admin fee / account holder | $17,813 | $7,222+146.6% | $8,919+99.7% | $7,344+142.6% |